Summit Trail Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.77M | Buy |
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|
2024
Q2 | $3.6M | Hold |
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|
2024
Q1 | $3.28M | Buy |
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|
2023
Q4 | $1.23M | Hold |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $873K | Buy |
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|
2022
Q4 | $632K | Sell |
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|
2022
Q3 | $710K | Sell |
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|
2022
Q2 | $791K | Sell |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q3 | $1.22M | Hold |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1.36M | Sell |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $754K | Buy |
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