AFT Forsyth & Company’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
2026 Q1	$316K	Sell	1,271 -40	-3%	-$10.6K	0.15%	100
2025 Q4	$363K	Hold	1,311	–	–	0.16%	94
2025 Q3	$359K	Sell	1,311 -3	-0.2%	-$776	0.17%	85
2025 Q2	$324K	Sell	1,314 -30	-2%	-$6.68K	0.17%	89
2025 Q1	$283K	Sell	1,344 -69	-5%	-$15.9K	0.15%	107
2024 Q4	$332K	Buy	1,413 +1	+0.1%	+$230	0.16%	103
2024 Q3	$311K	Buy	1,412 +1	+0.1%	+$213	0.15%	107
2024 Q2	$303K	Hold	1,411	–	–	0.15%	114
2024 Q1	$275K	Buy	1,411 +1	+0.1%	+$187	0.16%	120
2023 Q4	$247K	Buy	1,410 +2	+0.1%	+$328	0.16%	121
2023 Q3	$217K	Hold	1,408	–	–	0.16%	120
2023 Q2	$223K	Buy	+1,408	New	+$205K	0.16%	126
2022 Q2	–	Sell	-1,401	Closed	-$223K	–	143
2022 Q1	$223K	Buy	1,401 +1	+0.1%	+$156	0.14%	143
2021 Q4	$243K	Hold	1,400	–	–	0.12%	142
2021 Q3	$214K	Hold	1,400	–	–	0.12%	146
2021 Q2	$211K	Buy	+1,400	New	+$200K	0.11%	151
2013 Q3	$58K	Hold	1,415	–	–	0.08%	164
2013 Q2	$54K	Buy	+1,415	New	+$54.6K	0.08%	157