Tyler-Stone 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 | $462K | Sell |
1,873
-306
| -14% | -$75.4K | 0.07% | 203 |
|
|
2025
Q1 | $460K | Sell |
2,179
-50
| -2% | -$10.5K | 0.08% | 198 |
|
|
2024
Q4 | $524K | Sell |
2,229
-123
| -5% | -$28.9K | 0.09% | 189 |
|
|
2024
Q3 | $518K | Buy |
2,352
+1,176
| +100% | +$259K | 0.1% | 183 |
|
|
2024
Q2 | $252K | Sell |
1,176
-12
| -1% | -$2.57K | 0.1% | 169 |
|
|
2024
Q1 | $232K | Sell |
1,188
-128
| -10% | -$25K | 0.1% | 177 |
|
|
2023
Q4 | $231K | Buy |
1,316
+137
| +12% | +$24K | 0.12% | 165 |
|
|
2023
Q3 | $181K | Buy |
1,179
+99
| +9% | +$15.2K | 0.1% | 168 |
|
|
2023
Q2 | $171K | Buy |
+1,080
| New | +$171K | 0.1% | 181 |
|
|
2022
Q4 | $130K | Sell |
1,080
-120
| -10% | -$14.4K | 0.09% | 199 |
|
|
2022
Q3 | $143K | Hold |
1,200
| – | – | 0.11% | 169 |
|
|
2022
Q2 | $150K | Hold |
1,200
| – | – | 0.1% | 180 |
|
|
2022
Q1 | $191K | Hold |
1,200
| – | – | 0.11% | 180 |
|
|
2021
Q4 | $208K | Buy |
+1,200
| New | +$208K | 0.11% | 176 |
|