VisionPoint Advisory Group’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
Q1
Sell
-1,657
Closed -$388K 259
2024
Q4
$388K Sell
1,657
-26
-2% -$6.09K 0.13% 124
2024
Q3
$370K Sell
1,683
-23
-1% -$5.06K 0.13% 126
2024
Q2
$366K Sell
1,706
-66
-4% -$14.2K 0.13% 126
2024
Q1
$346K Buy
1,772
+68
+4% +$13.3K 0.12% 139
2023
Q4
$299K Buy
1,704
+226
+15% +$39.6K 0.11% 129
2023
Q3
$227K Buy
+1,478
New +$227K 0.1% 136