TRUE Private Wealth Advisors’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 | $350K | Buy |
1,419
+1
| +0.1% | +$247 | 0.04% | 188 |
|
|
2025
Q1 | $299K | Buy |
1,418
+2
| +0.1% | +$422 | 0.04% | 185 |
|
|
2024
Q4 | $333K | Buy |
1,416
+2
| +0.1% | +$471 | 0.04% | 170 |
|
|
2024
Q3 | $311K | Sell |
1,414
-256
| -15% | -$56.4K | 0.04% | 166 |
|
|
2024
Q2 | $358K | Buy |
1,670
+1
| +0.1% | +$215 | 0.04% | 201 |
|
|
2024
Q1 | $326K | Buy |
1,669
+2
| +0.1% | +$390 | 0.04% | 223 |
|
|
2023
Q4 | $292K | Buy |
1,667
+7
| +0.4% | +$1.23K | 0.04% | 224 |
|
|
2023
Q3 | $255K | Hold |
1,660
| – | – | 0.04% | 216 |
|
|
2023
Q2 | $263K | Buy |
1,660
+3
| +0.2% | +$476 | 0.04% | 192 |
|
|
2023
Q1 | $230K | Buy |
+1,657
| New | +$230K | 0.03% | 199 |
|