Wealth Management Associates’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
2020
Q1
Sell
-6,618
Closed -$639K 136
2019
Q4
$639K Buy
6,618
+237
+4% +$22.9K 0.46% 53
2019
Q3
$556K Buy
6,381
+150
+2% +$13.1K 0.45% 53
2019
Q2
$535K Buy
6,231
+643
+12% +$55.2K 0.53% 43
2019
Q1
$460K Buy
+5,588
New +$460K 0.5% 50