Atria Investments’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 Q4	–	Sell	-1,718	Closed	-$470K	–	2081
2025 Q3	$470K	Buy	+1,718	New	+$444K	0.01%	1445
2025 Q1	–	Sell	-2,510	Closed	-$591K	–	1959
2024 Q4	$591K	Buy	+2,510	New	+$576K	0.01%	1243
2024 Q3	–	Sell	-5,807	Closed	-$1.25M	–	1978
2024 Q2	$1.25M	Sell	5,807 -8,732	-60%	-$1.74M	0.02%	830
2024 Q1	$2.84M	Buy	14,539 +1,795	+14%	+$336K	0.04%	524
2023 Q4	$2.23M	Buy	+12,744	New	+$2.09M	0.03%	556
2023 Q3	–	Sell	-11,823	Closed	-$1.87M	–	866
2023 Q2	$1.87M	Buy	11,823 +339	+3%	+$49.4K	0.03%	581
2023 Q1	$1.6M	Buy	+11,484	New	+$1.49M	0.03%	623
2020 Q4	–	Sell	-21,833	Closed	-$2.65M	–	682
2020 Q3	$2.65M	Buy	21,833 +10,403	+91%	+$1.23M	0.08%	264
2020 Q2	$1.22M	Buy	+11,430	New	+$1.12M	0.04%	449
2020 Q1	–	Sell	-14,536	Closed	-$1.4M	–	881
2019 Q4	$1.4M	Sell	14,536 -161	-1%	-$14.7K	0.04%	421
2019 Q3	$1.28M	Sell	14,697 -496	-3%	-$43.3K	0.05%	345
2019 Q2	$1.3M	Sell	15,193 -783	-5%	-$65.9K	0.05%	329
2019 Q1	$1.31M	Buy	15,976 +2,450	+18%	+$191K	0.06%	286
2018 Q4	$970K	Buy	13,526 +2,253	+20%	+$174K	0.04%	315
2018 Q3	$963K	Buy	11,273 +1,916	+20%	+$158K	0.04%	404
2018 Q2	$733K	Buy	9,357 +2,131	+29%	+$163K	0.03%	444
2018 Q1	$533K	Buy	7,226 +1,410	+24%	+$108K	0.03%	496
2017 Q4	$425K	Sell	5,816 -53,368	-90%	-$3.8M	0.02%	524
2017 Q3	$4.01M	Buy	59,184 +13,812	+30%	+$919K	0.22%	82
2017 Q2	$2.93M	Buy	+45,372	New	+$2.88M	0.18%	113