AMG National Trust Bank’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
2025
Q3
$658K Sell
2025
Q2
$595K Hold
2025
Q1
$509K Sell
2024
Q4
$947K Sell
2024
Q3
$935K Hold
2024
Q2
$912K Hold
2024
Q1
$829K Sell
2023
Q4
$758K Hold
2023
Q3
$665K Hold
2023
Q2
$686K Hold
2023
Q1
$601K Hold
2022
Q4
$521K Hold
2022
Q3
$517K Sell
2022
Q2
$614K Hold
2022
Q1
$695K Hold
2021
Q4
$758K Hold
2021
Q3
$668K Hold
2021
Q2
$659K Sell
2021
Q1
$743K Hold
2020
Q4
$735K Hold
2020
Q3
$671K Sell
2020
Q2
$608K Buy