SVB Wealth’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 | $79.5M | Buy |
+322,606
| New | +$79.5M | 4.26% | 3 |
|
|
2025
Q1 | – | Sell |
-459,585
| Closed | -$108M | – | 1648 |
|
|
2024
Q4 | $108M | Buy |
459,585
+325,623
| +243% | +$76.6M | 2.02% | 4 |
|
|
2024
Q3 | $29.5M | Sell |
133,962
-200,810
| -60% | -$44.2M | 25.08% | 1 |
|
|
2024
Q2 | $71.8M | Buy |
334,772
+59,054
| +21% | +$12.7M | 1.78% | 7 |
|
|
2024
Q1 | $53.8M | Buy |
275,718
+133,398
| +94% | +$26M | 1.2% | 12 |
|
|
2023
Q4 | $24.9M | Buy |
142,320
+136,652
| +2,411% | +$23.9M | 0.61% | 32 |
|
|
2023
Q3 | $872K | Buy |
+5,668
| New | +$872K | 0.02% | 338 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$34K | – | 818 |
|
|
2021
Q4 | $34K | Buy |
+200
| New | +$34K | ﹤0.01% | 770 |
|