Calton & Associates’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Calton & Associates’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	$311K	Sell
2025 Q2	$295K	Buy
2025 Q1	$239K	Sell
2024 Q4	$277K	Buy
2024 Q3	–	Sell
2024 Q2	$252K	Buy
2024 Q1	$229K	Sell
2023 Q4	$319K	Buy
2018 Q1	–	Sell
2017 Q4	$146K	Buy