Capital Advisors Wealth 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
$473K Buy
1,919
+502
+35% +$124K 0.07% 114
2025
Q1
$299K Buy
1,417
+511
+56% +$108K 0.05% 140
2024
Q4
$213K Buy
+906
New +$213K 0.04% 167