Baltimore-Washington Financial Advisors’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	$509K	Sell	2,045 -151	-7%	-$40K	0.02%	119
2025 Q4	$608K	Sell	2,196 -103	-4%	-$28.5K	0.03%	107
2025 Q3	$629K	Sell	2,299 -236	-9%	-$61.1K	0.03%	109
2025 Q2	$625K	Sell	2,535 -50,492	-95%	-$11.2M	0.03%	106
2025 Q1	$11.2M	Buy	53,027 +1,677	+3%	+$386K	0.59%	56
2024 Q4	$12.1M	Buy	51,350 +2,606	+5%	+$598K	0.62%	52
2024 Q3	$10.7M	Buy	48,744 +1,537	+3%	+$327K	0.58%	56
2024 Q2	$10.1M	Buy	47,207 +1,922	+4%	+$383K	0.59%	56
2024 Q1	$8.84M	Buy	45,285 +2,570	+6%	+$480K	0.55%	60
2023 Q4	$7.48M	Buy	42,715 +3,833	+10%	+$629K	0.52%	64
2023 Q3	$5.98M	Buy	38,882 +2,362	+6%	+$377K	0.48%	68
2023 Q2	$5.79M	Buy	36,520 +24,960	+216%	+$3.64M	0.46%	69
2023 Q1	$1.61M	Buy	11,560 +2,651	+30%	+$344K	0.14%	92
2022 Q4	$1.07M	Buy	8,909 +6,510	+271%	+$809K	0.11%	92
2022 Q3	$286K	Buy	+2,399	New	+$322K	0.02%	127