Zimmermann Investment Management & Planning’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 | $340K | Sell |
1,445
-83,060
| -98% | -$19.5M | 14.99% | 3 |
|
|
2024
Q3 | $18.6M | Buy |
84,505
+10,503
| +14% | +$2.31M | 5.71% | 2 |
|
|
2024
Q2 | $15.9M | Buy |
74,002
+16,718
| +29% | +$3.59M | 5.3% | 3 |
|
|
2024
Q1 | $11.2M | Buy |
57,284
+27,594
| +93% | +$5.38M | 4.03% | 3 |
|
|
2023
Q4 | $5.2M | Sell |
29,690
-657
| -2% | -$115K | 2.13% | 16 |
|
|
2023
Q3 | $4.67M | Buy |
30,347
+2,748
| +10% | +$423K | 2.24% | 14 |
|
|
2023
Q2 | $4.38M | Buy |
27,599
+6,991
| +34% | +$1.11M | 2.03% | 15 |
|
|
2023
Q1 | $2.86M | Sell |
20,608
-35,256
| -63% | -$4.9M | 1.5% | 19 |
|
|
2022
Q4 | $6.73M | Sell |
55,864
-12,658
| -18% | -$1.53M | 3.88% | 8 |
|
|
2022
Q3 | $8.19M | Buy |
68,522
+7,922
| +13% | +$947K | 5.1% | 3 |
|
|
2022
Q2 | $7.59M | Buy |
60,600
+11,137
| +23% | +$1.39M | 5.2% | 3 |
|
|
2022
Q1 | $7.86M | Buy |
49,463
+25,260
| +104% | +$4.01M | 4.66% | 5 |
|
|
2021
Q4 | $4.2M | Buy |
+24,203
| New | +$4.2M | 2.35% | 18 |
|