WPW
Waldron Private Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Hold |
21,694
| – | – | 0.23% | 53 |
|
|
2025
Q1 | $4.58M | Hold |
21,694
| – | – | 0.22% | 57 |
|
|
2024
Q4 | $5.1M | Hold |
21,694
| – | – | 0.21% | 63 |
|
|
2024
Q3 | $4.77M | Sell |
21,694
-2,129
| -9% | -$468K | 0.2% | 66 |
|
|
2024
Q2 | $5.11M | Sell |
23,823
-539
| -2% | -$116K | 0.23% | 59 |
|
|
2024
Q1 | $4.75M | Hold |
24,362
| – | – | 0.21% | 59 |
|
|
2023
Q4 | $4.27M | Hold |
24,362
| – | – | 0.2% | 61 |
|
|
2023
Q3 | $3.75M | Hold |
24,362
| – | – | 0.2% | 67 |
|
|
2023
Q2 | $3.86M | Hold |
24,362
| – | – | 0.19% | 67 |
|
|
2023
Q1 | $3.38M | Buy |
24,362
+804
| +3% | +$112K | 0.16% | 77 |
|
|
2022
Q4 | $2.81M | Hold |
23,558
| – | – | 0.17% | 84 |
|
|
2022
Q3 | $2.81M | Hold |
23,558
| – | – | 0.17% | 84 |
|
|
2022
Q2 | $2.95M | Buy |
23,558
+16,006
| +212% | +$2M | 0.17% | 84 |
|
|
2022
Q1 | $1.2M | Sell |
7,552
-774
| -9% | -$123K | 0.06% | 163 |
|
|
2021
Q4 | $1.44M | Buy |
8,326
+1,258
| +18% | +$218K | 0.07% | 139 |
|
|
2021
Q3 | $1.08M | Buy |
+7,068
| New | +$1.08M | 0.06% | 144 |
|