Western Wealth Management’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 | $1.93M | Sell |
7,817
-95
| -1% | -$23.4K | 0.11% | 168 |
|
|
2025
Q1 | $1.67M | Buy |
7,912
+74
| +0.9% | +$15.6K | 0.11% | 183 |
|
|
2024
Q4 | $1.84M | Buy |
7,838
+225
| +3% | +$52.9K | 0.12% | 159 |
|
|
2024
Q3 | $1.68M | Buy |
7,613
+331
| +5% | +$72.8K | 0.1% | 218 |
|
|
2024
Q2 | $1.56M | Buy |
7,282
+229
| +3% | +$49.1K | 0.12% | 160 |
|
|
2024
Q1 | $1.38M | Sell |
7,053
-278
| -4% | -$54.2K | 0.11% | 180 |
|
|
2023
Q4 | $1.28M | Sell |
7,331
-671
| -8% | -$118K | 0.09% | 229 |
|
|
2023
Q3 | $1.23M | Sell |
8,002
-788
| -9% | -$121K | 0.1% | 211 |
|
|
2023
Q2 | $1.39M | Buy |
8,790
+483
| +6% | +$76.6K | 0.12% | 177 |
|
|
2023
Q1 | $1.15M | Sell |
8,307
-270
| -3% | -$37.5K | 0.11% | 206 |
|
|
2022
Q4 | $1.03M | Sell |
8,577
-8,035
| -48% | -$968K | 0.11% | 213 |
|
|
2022
Q3 | $1.98M | Buy |
16,612
+2,332
| +16% | +$278K | 0.11% | 184 |
|
|
2022
Q2 | $1.79M | Sell |
14,280
-1,234
| -8% | -$155K | 0.1% | 199 |
|
|
2022
Q1 | $2.46M | Buy |
15,514
+4,375
| +39% | +$695K | 0.12% | 175 |
|
|
2021
Q4 | $1.93M | Buy |
+11,139
| New | +$1.93M | 0.19% | 122 |
|
|
2021
Q2 | $1.46M | Buy |
9,663
+462
| +5% | +$69.6K | 0.15% | 151 |
|
|
2021
Q1 | $1.24M | Buy |
9,201
+22
| +0.2% | +$2.96K | 0.17% | 138 |
|
|
2020
Q4 | $1.22M | Buy |
9,179
+876
| +11% | +$117K | 0.18% | 134 |
|
|
2020
Q3 | $1.01M | Buy |
8,303
+839
| +11% | +$102K | 0.16% | 140 |
|
|
2020
Q2 | $796K | Buy |
7,464
+1,022
| +16% | +$109K | 0.14% | 156 |
|
|
2020
Q1 | $543K | Buy |
6,442
+286
| +5% | +$24.1K | 0.12% | 177 |
|
|
2019
Q4 | $595K | Buy |
6,156
+177
| +3% | +$17.1K | 0.09% | 213 |
|
|
2019
Q3 | $516K | Sell |
5,979
-290
| -5% | -$25K | 0.11% | 208 |
|
|
2019
Q2 | $534K | Sell |
6,269
-129
| -2% | -$11K | 0.07% | 212 |
|
|
2019
Q1 | $524K | Sell |
6,398
-3,760
| -37% | -$308K | 0.12% | 200 |
|
|
2018
Q4 | $729K | Buy |
+10,158
| New | +$729K | 0.2% | 132 |
|