Visionary 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 | $3.33M | Sell |
13,526
-3,929
| -23% | -$969K | 0.17% | 138 |
|
|
2025
Q1 | $3.68M | Buy |
17,455
+47
| +0.3% | +$9.91K | 0.22% | 119 |
|
|
2024
Q4 | $4.1M | Buy |
17,408
+676
| +4% | +$159K | 0.24% | 110 |
|
|
2024
Q3 | $3.68M | Sell |
16,732
-60
| -0.4% | -$13.2K | 0.22% | 112 |
|
|
2024
Q2 | $3.6M | Sell |
16,792
-1,508
| -8% | -$323K | 0.24% | 108 |
|
|
2024
Q1 | $3.57M | Sell |
18,300
-30,573
| -63% | -$5.96M | 0.24% | 109 |
|
|
2023
Q4 | $8.56M | Buy |
48,873
+38,658
| +378% | +$6.77M | 0.63% | 39 |
|
|
2023
Q3 | $1.57M | Buy |
10,215
+976
| +11% | +$150K | 0.13% | 166 |
|
|
2023
Q2 | $1.46M | Buy |
9,239
+1,214
| +15% | +$192K | 0.12% | 176 |
|
|
2023
Q1 | $1.11M | Buy |
8,025
+7
| +0.1% | +$973 | 0.09% | 182 |
|
|
2022
Q4 | $966K | Buy |
8,018
+784
| +11% | +$94.5K | 0.09% | 183 |
|
|
2022
Q3 | $864K | Buy |
7,234
+2,185
| +43% | +$261K | 0.09% | 180 |
|
|
2022
Q2 | $632K | Buy |
5,049
+305
| +6% | +$38.2K | 0.06% | 214 |
|
|
2022
Q1 | $754K | Buy |
4,744
+13
| +0.3% | +$2.07K | 0.06% | 202 |
|
|
2021
Q4 | $820K | Buy |
4,731
+172
| +4% | +$29.8K | 0.07% | 178 |
|
|
2021
Q3 | $696K | Buy |
4,559
+323
| +8% | +$49.3K | 0.07% | 161 |
|
|
2021
Q2 | $638K | Buy |
4,236
+179
| +4% | +$27K | 0.06% | 174 |
|
|
2021
Q1 | $546K | Sell |
4,057
-339
| -8% | -$45.6K | 0.06% | 190 |
|
|
2020
Q4 | $585K | Buy |
4,396
+143
| +3% | +$19K | 0.07% | 174 |
|
|
2020
Q3 | $516K | Sell |
4,253
-384
| -8% | -$46.6K | 0.07% | 155 |
|
|
2020
Q2 | $494K | Sell |
4,637
-54
| -1% | -$5.75K | 0.08% | 146 |
|
|
2020
Q1 | $395K | Buy |
4,691
+957
| +26% | +$80.6K | 0.07% | 137 |
|
|
2019
Q4 | $361K | Buy |
+3,734
| New | +$361K | 0.06% | 149 |
|