WBH Advisory’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 | $1.41M | Buy |
5,712
+305
| +6% | +$75.2K | 0.12% | 129 |
|
|
2025
Q1 | $1.14M | Buy |
5,407
+266
| +5% | +$56.1K | 0.11% | 135 |
|
|
2024
Q4 | $1.21M | Buy |
5,141
+249
| +5% | +$58.6K | 0.11% | 134 |
|
|
2024
Q3 | $1.08M | Buy |
4,892
+280
| +6% | +$61.6K | 0.1% | 146 |
|
|
2024
Q2 | $989K | Buy |
4,612
+281
| +6% | +$60.3K | 0.1% | 144 |
|
|
2024
Q1 | $845K | Buy |
4,331
+232
| +6% | +$45.3K | 0.09% | 166 |
|
|
2023
Q4 | $718K | Buy |
4,099
+1,880
| +85% | +$329K | 0.08% | 179 |
|
|
2023
Q3 | $341K | Buy |
2,219
+119
| +6% | +$18.3K | 0.04% | 243 |
|
|
2023
Q2 | $333K | Buy |
2,100
+97
| +5% | +$15.4K | 0.04% | 244 |
|
|
2023
Q1 | $278K | Buy |
+2,003
| New | +$278K | 0.03% | 258 |
|
|
2022
Q3 | $231K | Buy |
1,930
+150
| +8% | +$18K | 0.03% | 263 |
|
|
2022
Q2 | $230K | Hold |
1,780
| – | – | 0.03% | 284 |
|
|
2022
Q1 | $259K | Sell |
1,780
-30
| -2% | -$4.37K | 0.03% | 276 |
|
|
2021
Q4 | $314K | Hold |
1,810
| – | – | 0.04% | 259 |
|
|
2021
Q3 | $276K | Hold |
1,810
| – | – | 0.04% | 254 |
|
|
2021
Q2 | $288K | Hold |
1,810
| – | – | 0.04% | 227 |
|
|
2021
Q1 | $244K | Hold |
1,810
| – | – | 0.04% | 245 |
|
|
2020
Q4 | $245K | Hold |
1,810
| – | – | 0.04% | 235 |
|
|
2020
Q3 | $220K | Buy |
+1,810
| New | +$220K | 0.04% | 232 |
|