Arcadia Wealth Management (New Hampshire)’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	$2M	Sell	8,022 -151	-2%	-$40K	0.72%	23
2025 Q4	$2.26M	Sell	8,173 -264	-3%	-$73.1K	0.84%	23
2025 Q3	$2.31M	Sell	8,437 -982	-10%	-$254K	0.92%	23
2025 Q2	$2.32M	Sell	9,419 -194	-2%	-$43.2K	1.01%	22
2025 Q1	$2.03M	Sell	9,613 -171	-2%	-$39.3K	1%	22
2024 Q4	$2.3M	Sell	9,784 -1,004	-9%	-$231K	1.16%	19
2024 Q3	$2.37M	Sell	10,788 -361	-3%	-$76.8K	1.25%	20
2024 Q2	$2.39M	Sell	11,149 -261	-2%	-$52K	1.37%	19
2024 Q1	$2.23M	Sell	11,410 -184	-2%	-$34.4K	1.37%	19
2023 Q4	$2.03M	Sell	11,594 -206	-2%	-$33.8K	1.41%	18
2023 Q3	$1.82M	Buy	11,800 +95	+0.8%	+$15.2K	1.42%	18
2023 Q2	$1.86M	Sell	11,705 -79,859	-87%	-$11.6M	1.37%	18
2023 Q1	$12.7M	Buy	91,564 +3,294	+4%	+$428K	10.55%	2
2022 Q4	$10.6M	Buy	+88,270	New	+$11M	9.34%	2