WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $6K | Sell |
89
-80
| -47% | -$5.39K | ﹤0.01% | 1245 |
|
|
2017
Q1 | $10K | Buy |
169
+1
| +0.6% | +$59 | ﹤0.01% | 1078 |
|
|
2016
Q4 | $9K | Hold |
168
| – | – | ﹤0.01% | 1132 |
|
|
2016
Q3 | $9K | Sell |
168
-98
| -37% | -$5.25K | ﹤0.01% | 1155 |
|
|
2016
Q2 | $14K | Hold |
266
| – | – | ﹤0.01% | 999 |
|
|
2016
Q1 | $14K | Sell |
266
-49
| -16% | -$2.58K | ﹤0.01% | 962 |
|
|
2015
Q4 | $17K | Buy |
315
+3
| +1% | +$162 | 0.01% | 933 |
|
|
2015
Q3 | $15K | Buy |
312
+1
| +0.3% | +$48 | ﹤0.01% | 980 |
|
|
2015
Q2 | $16K | Hold |
311
| – | – | ﹤0.01% | 1046 |
|
|
2015
Q1 | $16K | Buy |
311
+1
| +0.3% | +$51 | ﹤0.01% | 1052 |
|
|
2014
Q4 | $16K | Buy |
310
+1
| +0.3% | +$52 | ﹤0.01% | 1299 |
|
|
2014
Q3 | $15K | Buy |
309
+3
| +1% | +$146 | ﹤0.01% | 1361 |
|
|
2014
Q2 | $15K | Hold |
306
| – | – | ﹤0.01% | 1360 |
|
|
2014
Q1 | $14K | Sell |
306
-70
| -19% | -$3.2K | ﹤0.01% | 1372 |
|
|
2013
Q4 | $17K | Buy |
376
+72
| +24% | +$3.26K | ﹤0.01% | 1400 |
|
|
2013
Q3 | $12K | Buy |
304
+3
| +1% | +$118 | ﹤0.01% | 1459 |
|
|
2013
Q2 | $11K | Buy |
+301
| New | +$11K | ﹤0.01% | 1416 |
|