Stratos Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.43M Buy
9,866
+1,672
+20% +$412K 0.13% 167
2025
Q1
$1.73M Buy
8,194
+2,435
+42% +$514K 0.09% 217
2024
Q4
$1.36M Sell
5,759
-302
-5% -$71.1K 0.06% 286
2024
Q3
$1.33M Buy
6,061
+784
+15% +$173K 0.06% 305
2024
Q2
$1.13M Buy
5,277
+263
+5% +$56.4K 0.06% 312
2024
Q1
$978K Sell
5,014
-625
-11% -$122K 0.06% 330
2023
Q4
$988K Sell
5,639
-190
-3% -$33.3K 0.06% 331
2023
Q3
$897K Sell
5,829
-24
-0.4% -$3.69K 0.06% 325
2023
Q2
$928K Sell
5,853
-318
-5% -$50.4K 0.07% 322
2023
Q1
$857K Buy
6,171
+706
+13% +$98.1K 0.07% 319
2022
Q4
$659K Sell
5,465
-145
-3% -$17.5K 0.05% 356
2022
Q3
$670K Sell
5,610
-1,056
-16% -$126K 0.07% 306
2022
Q2
$835K Buy
6,666
+86
+1% +$10.8K 0.08% 293
2022
Q1
$1.05M Buy
+6,580
New +$1.05M 0.08% 268