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 |
|