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 |
|