Center for Financial Planning’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	$139K	Hold	559	–	–	0.01%	198
2025 Q4	$155K	Sell	559 -8	-1%	-$2.22K	0.02%	190
2025 Q3	$155K	Hold	567	–	–	0.02%	187
2025 Q2	$140K	Sell	567 -59	-9%	-$13.1K	0.02%	186
2025 Q1	$132K	Buy	626 +17	+3%	+$3.91K	0.02%	179
2024 Q4	$143K	Sell	609 -9	-1%	-$2.07K	0.02%	174
2024 Q3	$136K	Hold	618	–	–	0.02%	166
2024 Q2	$133K	Hold	618	–	–	0.02%	161
2024 Q1	$121K	Hold	618	–	–	0.02%	169
2023 Q4	$108K	Hold	618	–	–	0.02%	169
2023 Q3	$95.1K	Hold	618	–	–	0.02%	175
2023 Q2	$98K	Hold	618	–	–	0.02%	173
2023 Q1	$85.9K	Sell	618 -16	-3%	-$2.08K	0.02%	175
2022 Q4	$76.4K	Hold	634	–	–	0.02%	184
2022 Q3	$76K	Hold	634	–	–	0.02%	179
2022 Q2	$79K	Hold	634	–	–	0.02%	178
2022 Q1	$101K	Sell	634 -38	-6%	-$5.92K	0.02%	175
2021 Q4	$116K	Hold	672	–	–	0.02%	162
2021 Q3	$103K	Hold	672	–	–	0.03%	163
2021 Q2	$101K	Hold	672	–	–	0.02%	165
2021 Q1	$90K	Hold	672	–	–	0.02%	168
2020 Q4	$89K	Hold	672	–	–	0.03%	157
2020 Q3	$82K	Hold	672	–	–	0.03%	154
2020 Q2	$72K	Buy	672 +42	+7%	+$4.12K	0.03%	163
2020 Q1	$53K	Hold	630	–	–	0.02%	169
2019 Q4	$61K	Buy	+630	New	+$57.5K	0.02%	169