Vantage Financial Partners (Wisconsin)’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 | $1.67M | Sell |
6,765
-133
| -2% | -$32.8K | 0.38% | 45 |
|
|
2025
Q1 | $1.46M | Sell |
6,898
-197
| -3% | -$41.6K | 0.36% | 40 |
|
|
2024
Q4 | $1.67M | Buy |
7,095
+147
| +2% | +$34.6K | 0.42% | 36 |
|
|
2024
Q3 | $1.53M | Sell |
6,948
-32,748
| -82% | -$7.21M | 0.38% | 35 |
|
|
2024
Q2 | $8.52M | Buy |
39,696
+434
| +1% | +$93.1K | 2.21% | 13 |
|
|
2024
Q1 | $7.66M | Buy |
39,262
+311
| +0.8% | +$60.7K | 2.06% | 13 |
|
|
2023
Q4 | $6.82M | Buy |
38,951
+380
| +1% | +$66.6K | 2% | 14 |
|
|
2023
Q3 | $5.93M | Sell |
38,571
-6,032
| -14% | -$928K | 2.33% | 14 |
|
|
2023
Q2 | $7.07M | Sell |
44,603
-187
| -0.4% | -$29.7K | 2.64% | 15 |
|
|
2023
Q1 | $6.22M | Buy |
+44,790
| New | +$6.22M | 2.47% | 16 |
|