WBC
IWY icon

West Branch Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

West Branch Capital’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-87
Closed -$18.4K – 503
2025
Q1 		$18.4K Sell
87
-46
-35% -$10.6K 0.01% 234
2024
Q4 		$31.3K Sell
133
-67
-34% -$15.4K 0.01% 184
2024
Q3 		$44K Sell
200
-10
-5% -$2.13K 0.02% 168
2024
Q2 		$45K Hold
210
– – 0.02% 163
2024
Q1 		$40.9K Sell
210
-209
-50% -$39.1K 0.02% 173
2023
Q4 		$73.5K Buy
419
+1
+0.2% +$164 0.03% 137
2023
Q3 		$64.2K Hold
418
– – 0.03% 142
2023
Q2 		$66.2K Buy
+418
New +$61K 0.03% 143

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