Alpha Financial Partners’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	$487K	Buy	1,958 +1	+0.1%	+$265	0.29%	54
2025 Q4	$542K	Buy	1,957 +2	+0.1%	+$554	0.33%	46
2025 Q3	$535K	Sell	1,955 -64	-3%	-$16.6K	0.35%	45
2025 Q2	$498K	Hold	2,019	–	–	0.36%	44
2025 Q1	$426K	Hold	2,019	–	–	0.34%	40
2024 Q4	$475K	Buy	+2,019	New	+$464K	0.38%	38
2024 Q3	–	Sell	-2,165	Closed	-$464K	–	129
2024 Q2	$464K	Sell	2,165 -83	-4%	-$16.5K	0.4%	37
2024 Q1	$439K	Hold	2,248	–	–	0.4%	36
2023 Q4	$394K	Sell	2,248 -2,032	-47%	-$334K	0.39%	36
2023 Q3	$658K	Sell	4,280 -455	-10%	-$72.6K	0.76%	25
2023 Q2	$751K	Sell	4,735 -1,941	-29%	-$283K	0.8%	25
2023 Q1	$928K	Hold	6,676	–	–	1.04%	18
2022 Q4	$805K	Buy	+6,676	New	+$830K	0.98%	23