Avestar Capital’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	–	Sell	-979	Closed	-$271K	–	535
2025 Q4	$271K	Hold	979	–	–	0.02%	425
2025 Q3	$268K	Buy	+979	New	+$253K	0.02%	433
2025 Q2	–	Sell	-979	Closed	-$207K	–	508
2025 Q1	$207K	Sell	979 -5,557	-85%	-$1.28M	0.02%	452
2024 Q4	$1.54M	Hold	6,536	–	–	0.14%	127
2024 Q3	$1.44M	Hold	6,536	–	–	0.16%	118
2024 Q2	$1.4M	Hold	6,536	–	–	0.16%	120
2024 Q1	$1.28M	Sell	6,536 -1,847	-22%	-$345K	0.15%	134
2023 Q4	$1.47M	Buy	+8,383	New	+$1.38M	0.18%	82
2018 Q4	–	Sell	-65	Closed	-$5K	–	912
2018 Q3	$5K	Hold	65	–	–	﹤0.01%	548
2018 Q2	$5K	Hold	65	–	–	﹤0.01%	569
2018 Q1	$4K	Buy	65 +15	+30%	+$1.14K	﹤0.01%	575
2017 Q4	$3K	Buy	+50	New	+$3.56K	﹤0.01%	600