BCGM Wealth Management’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	$1.31M	Buy	5,274 +3	+0.1%	+$795	0.33%	72
2025 Q4	$1.46M	Buy	5,271 +4	+0.1%	+$1.11K	0.37%	66
2025 Q3	$1.44M	Sell	5,267 -53	-1%	-$13.7K	0.38%	65
2025 Q2	$1.31M	Sell	5,320 -315	-6%	-$70.1K	0.37%	66
2025 Q1	$1.19M	Sell	5,635 -58	-1%	-$13.3K	0.37%	67
2024 Q4	$1.34M	Sell	5,693 -473	-8%	-$109K	0.42%	58
2024 Q3	$1.36M	Sell	6,166 -213	-3%	-$45.3K	0.44%	57
2024 Q2	$1.37M	Sell	6,379 -430	-6%	-$85.7K	0.47%	53
2024 Q1	$1.33M	Sell	6,809 -254	-4%	-$47.5K	0.48%	56
2023 Q4	$1.24M	Buy	7,063 +24	+0.3%	+$3.94K	0.5%	49
2023 Q3	$1.08M	Hold	7,039	–	–	0.5%	47
2023 Q2	$1.12M	Buy	7,039 +2,877	+69%	+$420K	0.49%	45
2023 Q1	$578K	Sell	4,162 -3,372	-45%	-$438K	0.29%	64
2022 Q4	$908K	Buy	7,534 +15	+0.2%	+$1.86K	0.44%	50
2022 Q3	$905K	Sell	7,519 -210	-3%	-$28.2K	0.45%	50
2022 Q2	$1.08M	Sell	7,729 -402	-5%	-$55.2K	0.55%	39
2022 Q1	$1.13M	Sell	8,131 -93	-1%	-$14.5K	0.61%	38
2021 Q4	$1.43M	Sell	8,224 -8	-0.1%	-$1.33K	0.77%	30
2021 Q3	$1.37M	Sell	8,232 -63	-0.8%	-$9.94K	0.76%	29
2021 Q2	$1.3M	Sell	8,295 -814	-9%	-$116K	0.77%	26
2021 Q1	$1.3M	Sell	9,109 -1,442	-14%	-$193K	0.89%	24
2020 Q4	$1.47M	Buy	+10,551	New	+$1.33M	1.04%	21