TWM
Trinity Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,462
| Closed | -$4.32M | – | 64 |
|
|
2025
Q1 | $4.32M | Sell |
20,462
-160
| -0.8% | -$33.8K | 1.97% | 16 |
|
|
2024
Q4 | $4.85M | Buy |
20,622
+236
| +1% | +$55.5K | 2.2% | 15 |
|
|
2024
Q3 | $4.49M | Buy |
20,386
+316
| +2% | +$69.5K | 2.06% | 15 |
|
|
2024
Q2 | $4.31M | Buy |
+20,070
| New | +$4.31M | 2.15% | 14 |
|