Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $340K | Sell |
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|
2024
Q3 | $18.6M | Buy |
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|
2024
Q2 | $15.9M | Buy |
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|
2024
Q1 | $11.2M | Buy |
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|
2023
Q4 | $5.2M | Sell |
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|
2023
Q3 | $4.67M | Buy |
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|
2023
Q2 | $4.38M | Buy |
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|
2023
Q1 | $2.86M | Sell |
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|
2022
Q4 | $6.73M | Sell |
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|
2022
Q3 | $8.19M | Buy |
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|
2022
Q2 | $7.59M | Buy |
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|
2022
Q1 | $7.86M | Buy |
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|
2021
Q4 | $4.2M | Buy |
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