WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,489
| Closed | -$1.62M | – | 493 |
|
|
2023
Q3 | $1.62M | Buy |
10,489
+1,657
| +19% | +$255K | 0.24% | 112 |
|
|
2023
Q2 | $1.4M | Buy |
8,832
+125
| +1% | +$19.8K | 0.21% | 116 |
|
|
2023
Q1 | $1.21M | Buy |
8,707
+5,169
| +146% | +$718K | 0.2% | 128 |
|
|
2022
Q4 | $426K | Buy |
+3,538
| New | +$426K | 0.08% | 212 |
|
|
2021
Q2 | – | Sell |
-270
| Closed | -$36K | – | 953 |
|
|
2021
Q1 | $36K | Buy |
+270
| New | +$36K | 0.01% | 520 |
|
|
2020
Q4 | – | Sell |
-270
| Closed | -$33K | – | 351 |
|
|
2020
Q3 | $33K | Hold |
270
| – | – | 0.01% | 318 |
|
|
2020
Q2 | $29K | Hold |
270
| – | – | 0.01% | 273 |
|
|
2020
Q1 | $23K | Hold |
270
| – | – | 0.01% | 210 |
|
|
2019
Q4 | $26K | Hold |
270
| – | – | 0.01% | 227 |
|
|
2019
Q3 | $24K | Buy |
+270
| New | +$24K | 0.01% | 218 |
|