Welch & Forbes’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,500
| Closed | -$382K | – | 394 |
|
|
2021
Q3 | $382K | Hold |
2,500
| – | – | 0.01% | 308 |
|
|
2021
Q2 | $377K | Sell |
2,500
-2,558
| -51% | -$386K | 0.01% | 321 |
|
|
2021
Q1 | $681K | Sell |
5,058
-3
| -0.1% | -$404 | 0.01% | 248 |
|
|
2020
Q4 | $673K | Hold |
5,061
| – | – | 0.01% | 246 |
|
|
2020
Q3 | $614K | Buy |
+5,061
| New | +$614K | 0.01% | 232 |
|
|
2016
Q1 | – | Sell |
-5,686
| Closed | -$304K | – | 354 |
|
|
2015
Q4 | $304K | Buy |
+5,686
| New | +$304K | 0.01% | 271 |
|