WGCA
Wolf Group Capital Advisors’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 | $7.16M | Sell |
33,923
-4,360
| -11% | -$920K | 2.4% | 8 |
|
|
2024
Q4 | $6.07M | Hold |
38,283
| – | – | 2.94% | 6 |
|
|
2024
Q3 | $6.07M | Buy |
38,283
+3,645
| +11% | +$578K | 2.89% | 6 |
|
|
2024
Q2 | $7.43M | Sell |
34,638
-3,645
| -10% | -$782K | 2.93% | 7 |
|
|
2024
Q1 | $6.07M | Hold |
38,283
| – | – | 2.89% | 6 |
|
|
2023
Q4 | $6.07M | Buy |
38,283
+116
| +0.3% | +$18.4K | 2.88% | 6 |
|
|
2023
Q3 | $5.87M | Sell |
38,167
-152
| -0.4% | -$23.4K | 2.78% | 9 |
|
|
2023
Q2 | $5.78M | Buy |
38,319
+815
| +2% | +$123K | 2.88% | 8 |
|
|
2023
Q1 | $5.21M | Sell |
37,504
-1,557
| -4% | -$216K | 2.59% | 8 |
|
|
2022
Q4 | $4.71M | Buy |
+39,061
| New | +$4.71M | 2.22% | 8 |
|