Bourgeon Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$377K	Buy	1,530 +1	+0.1%	+$247	0.07%	85
2025 Q1	$322K	Buy	1,529 +2	+0.1%	+$422	0.07%	94
2024 Q4	$359K	Buy	1,527 +2	+0.1%	+$471	0.07%	101
2024 Q3	$336K	Buy	+1,525	New	+$336K	0.06%	93