WMS Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $242K | Hold |
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|
2023
Q4 | $217K | Sell |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $314K | Hold |
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|
2021
Q3 | $276K | Buy |
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