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
2026 Q1	$596K	Sell	2,395 -10	-0.4%	-$2.65K	0.01%	362
2025 Q4	$666K	Hold	2,405	–	–	0.02%	331
2025 Q3	$658K	Sell	2,405 -10	-0.4%	-$2.59K	0.02%	335
2025 Q2	$595K	Hold	2,415	–	–	0.02%	337
2025 Q1	$509K	Sell	2,415 -1,610	-40%	-$370K	0.01%	338
2024 Q4	$947K	Sell	4,025 -225	-5%	-$51.7K	0.03%	293
2024 Q3	$935K	Hold	4,250	–	–	0.03%	303
2024 Q2	$912K	Hold	4,250	–	–	0.02%	309
2024 Q1	$829K	Sell	4,250 -75	-2%	-$14K	0.02%	308
2023 Q4	$758K	Hold	4,325	–	–	0.02%	305
2023 Q3	$665K	Hold	4,325	–	–	0.02%	309
2023 Q2	$686K	Hold	4,325	–	–	0.02%	308
2023 Q1	$601K	Hold	4,325	–	–	0.02%	331
2022 Q4	$521K	Hold	4,325	–	–	0.02%	325
2022 Q3	$517K	Sell	4,325 -50	-1%	-$6.71K	0.02%	330
2022 Q2	$614K	Hold	4,375	–	–	0.02%	308
2022 Q1	$695K	Hold	4,375	–	–	0.02%	313
2021 Q4	$758K	Hold	4,375	–	–	0.02%	319
2021 Q3	$668K	Hold	4,375	–	–	0.02%	330
2021 Q2	$659K	Sell	4,375 -1,150	-21%	-$165K	0.02%	329
2021 Q1	$743K	Hold	5,525	–	–	0.03%	309
2020 Q4	$735K	Hold	5,525	–	–	0.03%	297
2020 Q3	$671K	Sell	5,525 -175	-3%	-$20.6K	0.03%	281
2020 Q2	$608K	Buy	+5,700	New	+$559K	0.03%	293