WRPWM
Werba Rubin Papier Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Hold |
5,024
| – | – | 0.23% | 63 |
|
|
2025
Q1 | $1.06M | Hold |
5,024
| – | – | 0.23% | 65 |
|
|
2024
Q4 | $1.18M | Hold |
5,024
| – | – | 0.28% | 53 |
|
|
2024
Q3 | $1.11M | Sell |
5,024
-1,207
| -19% | -$266K | 0.26% | 57 |
|
|
2024
Q2 | $1.34M | Hold |
6,231
| – | – | 0.37% | 44 |
|
|
2024
Q1 | $1.22M | Buy |
6,231
+1,207
| +24% | +$235K | 0.35% | 40 |
|
|
2023
Q4 | $880K | Hold |
5,024
| – | – | 0.3% | 41 |
|
|
2023
Q3 | $773K | Hold |
5,024
| – | – | 0.28% | 47 |
|
|
2023
Q2 | $797K | Hold |
5,024
| – | – | 0.28% | 45 |
|
|
2023
Q1 | $698K | Hold |
5,024
| – | – | 0.27% | 48 |
|
|
2022
Q4 | $606K | Buy |
+5,024
| New | +$606K | 0.25% | 41 |
|