SWP
Stratos Wealth Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
46,984
+3,528
| +8% | +$870K | 0.16% | 131 |
|
|
2025
Q1 | $9.17M | Buy |
43,456
+3,081
| +8% | +$650K | 0.14% | 147 |
|
|
2024
Q4 | $9.5M | Buy |
40,375
+86
| +0.2% | +$20.2K | 0.13% | 155 |
|
|
2024
Q3 | $8.87M | Sell |
40,289
-5,242
| -12% | -$1.15M | 0.13% | 163 |
|
|
2024
Q2 | $9.77M | Sell |
45,531
-29,271
| -39% | -$6.28M | 0.16% | 139 |
|
|
2024
Q1 | $14.6M | Buy |
74,802
+20,735
| +38% | +$4.05M | 0.24% | 85 |
|
|
2023
Q4 | $9.47M | Buy |
54,067
+997
| +2% | +$175K | 0.18% | 130 |
|
|
2023
Q3 | $8.16M | Sell |
53,070
-2,124
| -4% | -$327K | 0.18% | 130 |
|
|
2023
Q2 | $8.75M | Buy |
55,194
+20,401
| +59% | +$3.23M | 0.2% | 113 |
|
|
2023
Q1 | $4.83M | Sell |
34,793
-10,223
| -23% | -$1.42M | 0.13% | 165 |
|
|
2022
Q4 | $5.43M | Sell |
45,016
-3,315
| -7% | -$400K | 0.14% | 163 |
|
|
2022
Q3 | $5.78M | Buy |
48,331
+3,470
| +8% | +$415K | 0.16% | 134 |
|
|
2022
Q2 | $5.62M | Buy |
44,861
+8,427
| +23% | +$1.06M | 0.14% | 148 |
|
|
2022
Q1 | $5.79M | Buy |
36,434
+13,679
| +60% | +$2.17M | 0.13% | 163 |
|
|
2021
Q4 | $3.95M | Buy |
22,755
+251
| +1% | +$43.5K | 0.09% | 223 |
|
|
2021
Q3 | $3.44M | Buy |
22,504
+306
| +1% | +$46.7K | 0.09% | 230 |
|
|
2021
Q2 | $3.34M | Buy |
22,198
+1,645
| +8% | +$248K | 0.08% | 238 |
|
|
2021
Q1 | $2.77M | Sell |
20,553
-1,165
| -5% | -$157K | 0.08% | 238 |
|
|
2020
Q4 | $2.89M | Sell |
21,718
-10
| -0% | -$1.33K | 0.09% | 226 |
|
|
2020
Q3 | $2.64M | Buy |
21,728
+492
| +2% | +$59.7K | 0.09% | 227 |
|
|
2020
Q2 | $2.26M | Buy |
21,236
+8,161
| +62% | +$870K | 0.08% | 239 |
|
|
2020
Q1 | $1.1M | Sell |
13,075
-3,606
| -22% | -$304K | 0.05% | 307 |
|
|
2019
Q4 | $1.61M | Buy |
16,681
+227
| +1% | +$21.9K | 0.06% | 282 |
|
|
2019
Q3 | $1.43M | Sell |
16,454
-238
| -1% | -$20.7K | 0.06% | 293 |
|
|
2019
Q2 | $1.43M | Buy |
16,692
+1,063
| +7% | +$91.2K | 0.06% | 282 |
|
|
2019
Q1 | $1.29M | Buy |
15,629
+8,822
| +130% | +$725K | 0.06% | 302 |
|
|
2018
Q4 | $488K | Sell |
6,807
-1,911
| -22% | -$137K | 0.03% | 519 |
|
|
2018
Q3 | $745K | Buy |
8,718
+288
| +3% | +$24.6K | 0.03% | 404 |
|
|
2018
Q2 | $660K | Buy |
8,430
+21
| +0.2% | +$1.64K | 0.03% | 474 |
|
|
2018
Q1 | $620K | Sell |
8,409
-2,993
| -26% | -$221K | 0.03% | 477 |
|
|
2017
Q4 | $834K | Buy |
11,402
+462
| +4% | +$33.8K | 0.04% | 387 |
|
|
2017
Q3 | $742K | Buy |
10,940
+2,892
| +36% | +$196K | 0.04% | 396 |
|
|
2017
Q2 | $519K | Sell |
8,048
-38
| -0.5% | -$2.45K | 0.03% | 441 |
|
|
2017
Q1 | $498K | Buy |
+8,086
| New | +$498K | 0.03% | 422 |
|