WP
WMS Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,361
| Closed | -$320K | – | 144 |
|
|
2024
Q4 | $320K | Hold |
1,361
| – | – | 0.02% | 236 |
|
|
2024
Q3 | $299K | Buy |
1,361
+120
| +10% | +$26.4K | 0.02% | 228 |
|
|
2024
Q2 | $266K | Hold |
1,241
| – | – | 0.02% | 218 |
|
|
2024
Q1 | $242K | Hold |
1,241
| – | – | 0.02% | 239 |
|
|
2023
Q4 | $217K | Sell |
1,241
-120
| -9% | -$21K | 0.02% | 243 |
|
|
2023
Q3 | $209K | Hold |
1,361
| – | – | 0.02% | 246 |
|
|
2023
Q2 | $216K | Buy |
+1,361
| New | +$216K | 0.02% | 261 |
|
|
2022
Q2 | – | Sell |
-1,361
| Closed | -$216K | – | 273 |
|
|
2022
Q1 | $216K | Sell |
1,361
-450
| -25% | -$71.4K | 0.03% | 235 |
|
|
2021
Q4 | $314K | Hold |
1,811
| – | – | 0.07% | 150 |
|
|
2021
Q3 | $276K | Buy |
+1,811
| New | +$276K | 0.04% | 221 |
|