TruWealth 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 | $1.23M | Buy |
5,006
+814
| +19% | +$201K | 0.07% | 83 |
|
|
2025
Q1 | $884K | Buy |
4,192
+449
| +12% | +$94.7K | 0.05% | 85 |
|
|
2024
Q4 | $881K | Buy |
3,743
+640
| +21% | +$151K | 0.05% | 84 |
|
|
2024
Q3 | $683K | Buy |
3,103
+309
| +11% | +$68K | 0.04% | 94 |
|
|
2024
Q2 | $599K | Buy |
2,794
+180
| +7% | +$38.6K | 0.04% | 94 |
|
|
2024
Q1 | $510K | Buy |
2,614
+243
| +10% | +$47.4K | 0.04% | 102 |
|
|
2023
Q4 | $415K | Buy |
2,371
+176
| +8% | +$30.8K | 0.03% | 101 |
|
|
2023
Q3 | $338K | Buy |
2,195
+246
| +13% | +$37.8K | 0.03% | 103 |
|
|
2023
Q2 | $309K | Hold |
1,949
| – | – | 0.03% | 107 |
|
|
2023
Q1 | $271K | Buy |
+1,949
| New | +$271K | 0.02% | 126 |
|