WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.4K | Buy |
74
+2
| +3% | +$471 | 0.01% | 497 |
|
|
2024
Q3 | $15.8K | Buy |
72
+1
| +1% | +$220 | ﹤0.01% | 554 |
|
|
2024
Q2 | $15.2K | Buy |
71
+2
| +3% | +$429 | ﹤0.01% | 501 |
|
|
2024
Q1 | $13.5K | Buy |
+69
| New | +$13.5K | ﹤0.01% | 535 |
|
|
2023
Q4 | – | Sell |
-63
| Closed | -$9.69K | – | 529 |
|
|
2023
Q3 | $9.69K | Buy |
63
+27
| +75% | +$4.15K | ﹤0.01% | 573 |
|
|
2023
Q2 | $5.71K | Buy |
36
+2
| +6% | +$317 | ﹤0.01% | 661 |
|
|
2023
Q1 | $4.72K | Buy |
34
+2
| +6% | +$278 | ﹤0.01% | 685 |
|
|
2022
Q4 | $3.86K | Buy |
32
+3
| +10% | +$362 | ﹤0.01% | 353 |
|
|
2022
Q3 | $3.47K | Buy |
29
+2
| +7% | +$239 | ﹤0.01% | 346 |
|
|
2022
Q2 | $3.38K | Buy |
27
+2
| +8% | +$250 | ﹤0.01% | 385 |
|
|
2022
Q1 | $3.97K | Buy |
+25
| New | +$3.97K | ﹤0.01% | 374 |
|