Waldron Private Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Hold |
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|
2025
Q1 | $4.58M | Hold |
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|
2024
Q4 | $5.1M | Hold |
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|
2024
Q3 | $4.77M | Sell |
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|
2024
Q2 | $5.11M | Sell |
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|
2024
Q1 | $4.75M | Hold |
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|
2023
Q4 | $4.27M | Hold |
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|
2023
Q3 | $3.75M | Hold |
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|
2023
Q2 | $3.86M | Hold |
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|
2023
Q1 | $3.38M | Buy |
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|
2022
Q4 | $2.81M | Hold |
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|
2022
Q3 | $2.81M | Hold |
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|
2022
Q2 | $2.95M | Buy |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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