Ameliora Wealth Management’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	$4.29M	Sell	17,244 -20,120	-54%	-$5.33M	1.37%	19
2025 Q4	$10.3M	Buy	37,364 +3,297	+10%	+$913K	3.15%	8
2025 Q3	$9.32M	Buy	34,067 +18,117	+114%	+$4.69M	3.1%	8
2025 Q2	$3.93M	Sell	15,950 -11,323	-42%	-$2.52M	1.41%	17
2025 Q1	$5.75M	Sell	27,273 -5,448	-17%	-$1.25M	2.16%	10
2024 Q4	$7.7M	Sell	32,721 -996	-3%	-$229K	2.89%	10
2024 Q3	$7.42M	Sell	33,717 -260	-0.8%	-$55.3K	3.09%	8
2024 Q2	$7.29M	Buy	33,977 +9,084	+36%	+$1.81M	3.31%	8
2024 Q1	$4.86M	Sell	24,893 -339	-1%	-$63.4K	2.2%	13
2023 Q4	$4.42M	Buy	25,232 +1,238	+5%	+$203K	2.19%	13
2023 Q3	$3.69M	Buy	23,994 +6,858	+40%	+$1.09M	2.19%	14
2023 Q2	$2.72M	Buy	17,136 +11,651	+212%	+$1.7M	1.68%	18
2023 Q1	$762K	Buy	5,485 +5,336	+3,581%	+$693K	0.44%	51
2022 Q4	$18K	Hold	149	–	–	0.01%	194
2022 Q3	$17K	Buy	+149	New	+$20K	0.01%	182