Axxcess Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.26M Sell
21,338
-10,730
-33% -$2.65M 0.12% 143
2025
Q1
$6.76M Sell
32,068
-11,688
-27% -$2.47M 0.18% 104
2024
Q4
$10.3M Buy
43,756
+9,941
+29% +$2.34M 0.25% 71
2024
Q3
$7.44M Buy
33,815
+26,555
+366% +$5.84M 0.18% 98
2024
Q2
$1.56M Buy
+7,260
New +$1.56M 0.04% 298