Williams 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 | – | Sell |
-52,043
| Closed | -$11M | – | 15 |
|
|
2025
Q1 | $11M | Sell |
52,043
-61,228
| -54% | -$12.9M | 7.67% | 6 |
|
|
2024
Q4 | $26.6M | Sell |
113,271
-927
| -0.8% | -$218K | 16.59% | 2 |
|
|
2024
Q3 | $25.1M | Buy |
114,198
+1,053
| +0.9% | +$232K | 15.71% | 2 |
|
|
2024
Q2 | $24.3M | Sell |
113,145
-2
| -0% | -$429 | 16.16% | 2 |
|
|
2024
Q1 | $22.1M | Buy |
+113,147
| New | +$22.1M | 14.69% | 2 |
|