WJ Wealth Management’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 | $7.35M | Sell |
29,823
-1,322
| -4% | -$326K | 2.32% | 16 |
|
|
2025
Q1 | $6.57M | Sell |
31,145
-36,880
| -54% | -$7.78M | 2.32% | 15 |
|
|
2024
Q4 | $16M | Sell |
68,025
-475
| -0.7% | -$112K | 5.51% | 5 |
|
|
2024
Q3 | $15.1M | Buy |
68,500
+399
| +0.6% | +$87.8K | 5.31% | 5 |
|
|
2024
Q2 | $14.6M | Buy |
68,101
+3,502
| +5% | +$751K | 5.31% | 6 |
|
|
2024
Q1 | $12.6M | Sell |
64,599
-52
| -0.1% | -$10.1K | 5.01% | 5 |
|
|
2023
Q4 | $11.3M | Buy |
64,651
+30,850
| +91% | +$5.41M | 4.92% | 6 |
|
|
2023
Q3 | $5.2M | Sell |
33,801
-45,090
| -57% | -$6.94M | 2.53% | 11 |
|
|
2023
Q2 | $12.5M | Buy |
78,891
+22,666
| +40% | +$3.59M | 5.92% | 8 |
|
|
2023
Q1 | $7.81M | Buy |
+56,225
| New | +$7.81M | 5.28% | 8 |
|