WealthSource Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,139
| Closed | -$371K | – | 597 |
|
|
2021
Q4 | $371K | Sell |
2,139
-1,691
| -44% | -$293K | 0.03% | 369 |
|
|
2021
Q3 | $585K | Buy |
+3,830
| New | +$585K | 0.05% | 263 |
|
|
2020
Q4 | – | Sell |
-3,342
| Closed | -$406K | – | 390 |
|
|
2020
Q3 | $406K | Sell |
3,342
-812
| -20% | -$98.6K | 0.05% | 221 |
|
|
2020
Q2 | $443K | Buy |
+4,154
| New | +$443K | 0.06% | 199 |
|