Symphony Financial Services’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
$5.04M Buy
20,461
+302
+1% +$74.4K 3.01% 10
2025
Q1
$4.25M Buy
20,159
+1,152
+6% +$243K 2.78% 10
2024
Q4
$4.47M Buy
19,007
+4,312
+29% +$1.01M 3.59% 7
2024
Q3
$3.23M Buy
14,695
+3,996
+37% +$879K 2.75% 11
2024
Q2
$2.39M Buy
+10,699
New +$2.39M 2.05% 15