Summit X LLC’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 | $317K | Sell |
1,286
-30
| -2% | -$7.4K | 0.06% | 188 |
|
|
2025
Q1 | $277K | Sell |
1,316
-85
| -6% | -$17.9K | 0.06% | 182 |
|
|
2024
Q4 | $330K | Buy |
1,401
+21
| +2% | +$4.94K | 0.07% | 154 |
|
|
2024
Q3 | $296K | Sell |
1,380
-66
| -5% | -$14.2K | 0.07% | 164 |
|
|
2024
Q2 | $311K | Buy |
1,446
+67
| +5% | +$14.4K | 0.07% | 170 |
|
|
2024
Q1 | $269K | Sell |
1,379
-105
| -7% | -$20.5K | 0.07% | 168 |
|
|
2023
Q4 | $247K | Buy |
1,484
+133
| +10% | +$22.2K | 0.07% | 163 |
|
|
2023
Q3 | $208K | Buy |
+1,351
| New | +$208K | 0.07% | 170 |
|
|
2020
Q4 | – | Sell |
-436
| Closed | -$607 | – | 342 |
|
|
2020
Q3 | $607 | Buy |
+436
| New | +$607 | 0.01% | 289 |
|