Calton & Associates’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	$315K	Buy	1,264 +127	+11%	+$33.6K	0.05%	314
2025 Q4	$315K	Buy	1,137 +1	+0.1%	+$277	0.05%	313
2025 Q3	$311K	Sell	1,136 -60	-5%	-$15.5K	0.05%	315
2025 Q2	$295K	Buy	1,196 +64	+6%	+$14.2K	0.05%	290
2025 Q1	$239K	Sell	1,132 -46	-4%	-$10.6K	0.05%	279
2024 Q4	$277K	Buy	+1,178	New	+$270K	0.12%	155
2024 Q3	–	Sell	-1,176	Closed	-$252K	–	262
2024 Q2	$252K	Buy	1,176 +1	+0.1%	+$199	0.13%	151
2024 Q1	$229K	Sell	1,175 -648	-36%	-$121K	0.11%	169
2023 Q4	$319K	Buy	+1,823	New	+$299K	0.13%	155
2018 Q1	–	Sell	-1,869	Closed	-$146K	–	828
2017 Q4	$146K	Buy	+1,869	New	+$133K	0.04%	408