Triumph Capital 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
Q1 | – | Sell |
-3,556
| Closed | -$837K | – | 290 |
|
2024
Q4 | $837K | Buy |
3,556
+992
| +39% | +$233K | 0.29% | 82 |
|
2024
Q3 | $564K | Buy |
+2,564
| New | +$564K | 0.2% | 127 |
|
2022
Q2 | – | Sell |
-13,774
| Closed | -$2.19M | – | 217 |
|
2022
Q1 | $2.19M | Buy |
13,774
+609
| +5% | +$96.7K | 0.95% | 22 |
|
2021
Q4 | $2.28M | Sell |
13,165
-4,354
| -25% | -$755K | 0.99% | 24 |
|
2021
Q3 | $2.68M | Buy |
17,519
+92
| +0.5% | +$14K | 1.25% | 21 |
|
2021
Q2 | $2.72M | Buy |
+17,427
| New | +$2.72M | 1.59% | 12 |
|