Belpointe Asset 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	$3.59M	Buy	14,445 +1,214	+9%	+$322K	0.13%	141
2025 Q4	$3.66M	Sell	13,231 -5,070	-28%	-$1.4M	0.13%	132
2025 Q3	$5.01M	Buy	18,301 +4,080	+29%	+$1.06M	0.19%	94
2025 Q2	$3.51M	Buy	14,221 +6,004	+73%	+$1.34M	0.15%	123
2025 Q1	$1.73M	Buy	+8,217	New	+$1.89M	0.09%	208
2023 Q2	–	Sell	-4,985	Closed	-$693K	–	1973
2023 Q1	$693K	Buy	4,985 +3,905	+362%	+$507K	0.04%	433
2022 Q4	$130K	Buy	1,080 +9	+0.8%	+$1.12K	0.01%	1103
2022 Q3	$128K	Buy	1,071 +14	+1%	+$1.88K	0.01%	1034
2022 Q2	$133K	Hold	1,057	–	–	0.01%	994
2022 Q1	$167K	Sell	1,057 -49	-4%	-$7.64K	0.01%	978
2021 Q4	$192K	Sell	1,106 -3,464	-76%	-$577K	0.01%	918
2021 Q3	$698K	Buy	4,570 +1,666	+57%	+$263K	0.05%	413
2021 Q2	$437K	Buy	2,904 +1,873	+182%	+$268K	0.03%	540
2021 Q1	$139K	Buy	+1,031	New	+$138K	0.01%	882