Win 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.37M | Buy |
+33,965
| New | +$8.37M | 4.04% | 11 |
|
|
2025
Q1 | – | Sell |
-51,376
| Closed | -$12.1M | – | 69 |
|
|
2024
Q4 | $12.1M | Buy |
51,376
+32,010
| +165% | +$7.53M | 5.85% | 3 |
|
|
2024
Q3 | $4.26M | Sell |
19,366
-10,971
| -36% | -$2.41M | 2% | 16 |
|
|
2024
Q2 | $6.51M | Sell |
30,337
-31,503
| -51% | -$6.76M | 2.91% | 13 |
|
|
2024
Q1 | $12.1M | Sell |
61,840
-3,570
| -5% | -$697K | 5.32% | 9 |
|
|
2023
Q4 | $11.5M | Buy |
+65,410
| New | +$11.5M | 5.2% | 8 |
|
|
2023
Q2 | – | Sell |
-5,913
| Closed | -$832K | – | 40 |
|
|
2023
Q1 | $832K | Buy |
+5,913
| New | +$832K | 0.33% | 24 |
|
|
2022
Q4 | – | Sell |
-62
| Closed | -$7K | – | 149 |
|
|
2022
Q3 | $7K | Sell |
62
-290
| -82% | -$32.7K | ﹤0.01% | 101 |
|
|
2022
Q2 | $44K | Sell |
352
-591
| -63% | -$73.9K | 0.09% | 47 |
|
|
2022
Q1 | $150K | Sell |
943
-72,577
| -99% | -$11.5M | 0.04% | 71 |
|
|
2021
Q4 | $12.7M | Buy |
+73,520
| New | +$12.7M | 2.92% | 13 |
|