Total Clarity Wealth Management’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 | $493K | Sell |
2,001
-364
| -15% | -$89.7K | 0.14% | 157 |
|
2025
Q1 | $556K | Hold |
2,365
| – | – | 0.18% | 137 |
|
2024
Q4 | $556K | Sell |
2,365
-39
| -2% | -$9.18K | 0.18% | 138 |
|
2024
Q3 | $529K | Sell |
2,404
-356
| -13% | -$78.3K | 0.17% | 141 |
|
2024
Q2 | $592K | Sell |
2,760
-66
| -2% | -$14.2K | 0.21% | 120 |
|
2024
Q1 | $551K | Hold |
2,826
| – | – | 0.19% | 138 |
|
2023
Q4 | $495K | Buy |
2,826
+59
| +2% | +$10.3K | 0.2% | 129 |
|
2023
Q3 | $426K | Sell |
2,767
-70
| -2% | -$10.8K | 0.2% | 124 |
|
2023
Q2 | $450K | Sell |
2,837
-27
| -0.9% | -$4.28K | 0.22% | 113 |
|
2023
Q1 | $398K | Sell |
2,864
-33
| -1% | -$4.59K | 0.22% | 106 |
|
2022
Q4 | $349K | Sell |
2,897
-100
| -3% | -$12.1K | 0.18% | 140 |
|
2022
Q3 | $358K | Buy |
2,997
+894
| +43% | +$107K | 0.22% | 134 |
|
2022
Q2 | $263K | Sell |
2,103
-154
| -7% | -$19.3K | 0.14% | 161 |
|
2022
Q1 | $359K | Sell |
2,257
-1,192
| -35% | -$190K | 0.2% | 138 |
|
2021
Q4 | $598K | Buy |
3,449
+530
| +18% | +$91.9K | 0.27% | 91 |
|
2021
Q3 | $446K | Buy |
2,919
+255
| +10% | +$39K | 0.21% | 118 |
|
2021
Q2 | $401K | Buy |
2,664
+65
| +3% | +$9.78K | 0.22% | 126 |
|
2021
Q1 | $350K | Buy |
2,599
+102
| +4% | +$13.7K | 0.2% | 115 |
|
2020
Q4 | $332K | Buy |
2,497
+97
| +4% | +$12.9K | 0.23% | 106 |
|
2020
Q3 | $291K | Buy |
2,400
+194
| +9% | +$23.5K | 0.25% | 100 |
|
2020
Q2 | $235K | Sell |
2,206
-215
| -9% | -$22.9K | 0.22% | 110 |
|
2020
Q1 | $204K | Buy |
2,421
+1,018
| +73% | +$85.8K | 0.32% | 89 |
|
2019
Q4 | $136K | Buy |
+1,403
| New | +$136K | 0.1% | 154 |
|