Wharton Business Group’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 | $48.7M | Buy |
197,634
+1,730
| +0.9% | +$426K | 2.06% | 17 |
|
|
2025
Q1 | $41.3M | Buy |
195,904
+1,235
| +0.6% | +$261K | 1.87% | 18 |
|
|
2024
Q4 | $45.8M | Sell |
194,669
-8,547
| -4% | -$2.01M | 2.07% | 17 |
|
|
2024
Q3 | $44.7M | Buy |
203,216
+3,560
| +2% | +$783K | 2.01% | 17 |
|
|
2024
Q2 | $42.8M | Sell |
199,656
-95
| -0% | -$20.4K | 2.21% | 14 |
|
|
2024
Q1 | $39M | Sell |
199,751
-26,063
| -12% | -$5.08M | 1.87% | 17 |
|
|
2023
Q4 | $39.6M | Sell |
225,814
-80
| -0% | -$14K | 1.99% | 12 |
|
|
2023
Q3 | $34.7M | Buy |
225,894
+300
| +0.1% | +$46.1K | 1.93% | 13 |
|
|
2023
Q2 | $35.8M | Buy |
225,594
+123
| +0.1% | +$19.5K | 2.36% | 12 |
|
|
2023
Q1 | $31.3M | Sell |
225,471
-40,345
| -15% | -$5.61M | 1.88% | 13 |
|
|
2022
Q4 | $32M | Buy |
265,816
+38,985
| +17% | +$4.7M | 1.86% | 13 |
|
|
2022
Q3 | $27.1M | Buy |
226,831
+90
| +0% | +$10.8K | 1.83% | 13 |
|
|
2022
Q2 | $28.4M | Buy |
226,741
+20
| +0% | +$2.51K | 1.88% | 13 |
|
|
2022
Q1 | $36M | Sell |
226,721
-13,915
| -6% | -$2.21M | 2.18% | 13 |
|
|
2021
Q4 | $41.7M | Buy |
+240,636
| New | +$41.7M | 2.58% | 11 |
|
|
2021
Q3 | – | Sell |
-231,646
| Closed | -$34.9M | – | 103 |
|
|
2021
Q2 | $34.9M | Buy |
231,646
+5,990
| +3% | +$902K | 2.72% | 11 |
|
|
2021
Q1 | $30.4M | Sell |
225,656
-45
| -0% | -$6.05K | 2.37% | 13 |
|
|
2020
Q4 | $30M | Sell |
225,701
-27,625
| -11% | -$3.68M | 2.46% | 12 |
|
|
2020
Q3 | $30.7M | Buy |
253,326
+85
| +0% | +$10.3K | 2.84% | 11 |
|
|
2020
Q2 | $27M | Hold |
253,241
| – | – | 2.6% | 13 |
|
|
2020
Q1 | $21.3M | Sell |
253,241
-1,310
| -0.5% | -$110K | 2.41% | 14 |
|
|
2019
Q4 | $24.6M | Sell |
254,551
-245
| -0.1% | -$23.7K | 2.28% | 14 |
|
|
2019
Q3 | $22.2M | Hold |
254,796
| – | – | 2.22% | 17 |
|
|
2019
Q2 | $21.9M | Sell |
254,796
-360
| -0.1% | -$30.9K | 2.23% | 17 |
|
|
2019
Q1 | $21M | Buy |
255,156
+25,590
| +11% | +$2.1M | 2.17% | 17 |
|
|
2018
Q4 | $16.5M | Sell |
229,566
-1,964
| -0.8% | -$141K | 1.94% | 19 |
|
|
2018
Q3 | $19.8M | Sell |
231,530
-120
| -0.1% | -$10.3K | 1.96% | 20 |
|
|
2018
Q2 | $18.1M | Hold |
231,650
| – | – | 1.89% | 21 |
|
|
2018
Q1 | $17.1M | Sell |
231,650
-37,990
| -14% | -$2.8M | 1.77% | 20 |
|
|
2017
Q4 | $19.7M | Sell |
269,640
-535
| -0.2% | -$39.1K | 2.05% | 18 |
|
|
2017
Q3 | $18.3M | Sell |
270,175
-450
| -0.2% | -$30.5K | 1.94% | 19 |
|
|
2017
Q2 | $17.5M | Buy |
270,625
+1,370
| +0.5% | +$88.3K | 1.86% | 20 |
|
|
2017
Q1 | $16.6M | Buy |
269,255
+82,475
| +44% | +$5.07M | 1.77% | 19 |
|
|
2016
Q4 | $10.5M | Buy |
186,780
+720
| +0.4% | +$40.5K | 1.25% | 22 |
|
|
2016
Q3 | $10.4M | Sell |
186,060
-29,000
| -13% | -$1.62M | 1.28% | 28 |
|
|
2016
Q2 | $11.6M | Sell |
215,060
-170,265
| -44% | -$9.17M | 1.37% | 27 |
|
|
2016
Q1 | $20.7M | Sell |
385,325
-1,830
| -0.5% | -$98.3K | 2.29% | 15 |
|
|
2015
Q4 | $20.7M | Buy |
387,155
+2,155
| +0.6% | +$115K | 2.05% | 17 |
|
|
2015
Q3 | $19M | Buy |
+385,000
| New | +$19M | 1.88% | 17 |
|