Whelan Financial’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 | $2.5M | Buy |
10,140
+2,828
| +39% | +$697K | 0.9% | 14 |
|
|
2025
Q1 | $1.54M | Sell |
7,312
-2
| -0% | -$422 | 0.6% | 18 |
|
|
2024
Q4 | $1.72M | Hold |
7,314
| – | – | 0.68% | 16 |
|
|
2024
Q3 | $1.61M | Hold |
7,314
| – | – | 0.66% | 16 |
|
|
2024
Q2 | $1.57M | Sell |
7,314
-6
| -0.1% | -$1.29K | 0.7% | 16 |
|
|
2024
Q1 | $1.43M | Sell |
7,320
-191
| -3% | -$37.3K | 0.65% | 15 |
|
|
2023
Q4 | $1.32M | Hold |
7,511
| – | – | 0.61% | 14 |
|
|
2023
Q3 | $1.16M | Sell |
7,511
-20
| -0.3% | -$3.08K | 0.61% | 14 |
|
|
2023
Q2 | $1.19M | Sell |
7,531
-10
| -0.1% | -$1.59K | 0.62% | 14 |
|
|
2023
Q1 | $1.05M | Sell |
7,541
-3,842
| -34% | -$534K | 0.58% | 14 |
|
|
2022
Q4 | $1.37M | Buy |
+11,383
| New | +$1.37M | 0.83% | 13 |
|