Wealthcare Advisory Partners’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 | $19.9M | Buy |
80,605
+44,504
| +123% | +$11M | 0.45% | 44 |
|
|
2025
Q1 | $7.62M | Sell |
36,101
-71,717
| -67% | -$15.1M | 0.2% | 92 |
|
|
2024
Q4 | $25.4M | Sell |
107,818
-1,084
| -1% | -$255K | 0.7% | 28 |
|
|
2024
Q3 | $24M | Sell |
108,902
-6,588
| -6% | -$1.45M | 0.68% | 29 |
|
|
2024
Q2 | $24.8M | Sell |
115,490
-9,101
| -7% | -$1.95M | 0.77% | 28 |
|
|
2024
Q1 | $24.3M | Buy |
124,591
+6,936
| +6% | +$1.35M | 0.8% | 26 |
|
|
2023
Q4 | $20.6M | Buy |
117,655
+14,276
| +14% | +$2.5M | 0.82% | 30 |
|
|
2023
Q3 | $15.9M | Buy |
103,379
+28
| +0% | +$4.31K | 0.73% | 35 |
|
|
2023
Q2 | $16.4M | Buy |
103,351
+1,206
| +1% | +$191K | 0.73% | 33 |
|
|
2023
Q1 | $14.2M | Buy |
102,145
+1,030
| +1% | +$143K | 0.61% | 38 |
|
|
2022
Q4 | $12.2M | Sell |
101,115
-7,863
| -7% | -$948K | 0.58% | 41 |
|
|
2022
Q3 | $13M | Sell |
108,978
-7,903
| -7% | -$944K | 0.74% | 31 |
|
|
2022
Q2 | $14.6M | Buy |
+116,881
| New | +$14.6M | 0.89% | 27 |
|