Werba Rubin Papier Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Hold |
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|
2025
Q1 | $1.06M | Hold |
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|
2024
Q4 | $1.18M | Hold |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.34M | Hold |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $880K | Hold |
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|
2023
Q3 | $773K | Hold |
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|
2023
Q2 | $797K | Hold |
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|
2023
Q1 | $698K | Hold |
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|
2022
Q4 | $606K | Buy |
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