West Branch Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-87
| Closed | -$18.4K | – | 503 |
|
|
2025
Q1 | $18.4K | Sell |
87
-46
| -35% | -$9.71K | 0.01% | 234 |
|
|
2024
Q4 | $31.3K | Sell |
133
-67
| -34% | -$15.8K | 0.01% | 184 |
|
|
2024
Q3 | $44K | Sell |
200
-10
| -5% | -$2.2K | 0.02% | 168 |
|
|
2024
Q2 | $45K | Hold |
210
| – | – | 0.02% | 163 |
|
|
2024
Q1 | $40.9K | Sell |
210
-209
| -50% | -$40.7K | 0.02% | 173 |
|
|
2023
Q4 | $73.5K | Buy |
419
+1
| +0.2% | +$175 | 0.03% | 137 |
|
|
2023
Q3 | $64.2K | Hold |
418
| – | – | 0.03% | 142 |
|
|
2023
Q2 | $66.2K | Buy |
+418
| New | +$66.2K | 0.03% | 143 |
|