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

Bourgeon Capital Management’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$419K	Hold
2025 Q2	$377K	Buy
2025 Q1	$322K	Buy
2024 Q4	$359K	Buy
2024 Q3	$336K	Buy