Certified Advisory Corp’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	$16.3M	Buy	65,409 +4,954	+8%	+$1.31M	1.46%	18
2025 Q4	$16.7M	Buy	60,455 +673	+1%	+$186K	1.53%	14
2025 Q3	$16.4M	Buy	59,782 +1,421	+2%	+$368K	1.55%	12
2025 Q2	$14.4M	Buy	58,361 +4,262	+8%	+$949K	1.5%	14
2025 Q1	$11.4M	Buy	54,099 +2,092	+4%	+$481K	1.29%	17
2024 Q4	$12.2M	Buy	52,007 +1,349	+3%	+$310K	1.33%	17
2024 Q3	$11.1M	Buy	50,658 +3,299	+7%	+$702K	1.24%	19
2024 Q2	$10.2M	Buy	47,359 +6,930	+17%	+$1.38M	1.27%	17
2024 Q1	$7.89M	Buy	40,429 +10,149	+34%	+$1.9M	1.1%	21
2023 Q4	$5.31M	Buy	30,280 +1,818	+6%	+$298K	0.8%	31
2023 Q3	$4.38M	Buy	28,462 +1,247	+5%	+$199K	0.81%	35
2023 Q2	$4.32M	Buy	27,215 +3,858	+17%	+$563K	0.79%	35
2023 Q1	$3.24M	Sell	23,357 -457	-2%	-$59.3K	0.58%	49
2022 Q4	$2.87M	Buy	23,814 +13,462	+130%	+$1.67M	0.57%	48
2022 Q3	$1.24M	Buy	10,352 +799	+8%	+$107K	0.28%	92
2022 Q2	$1.2M	Buy	9,553 +5,326	+126%	+$731K	0.27%	93
2022 Q1	$671K	Buy	4,227 +2,169	+105%	+$338K	0.14%	138
2021 Q4	$357K	Buy	2,058 +350	+20%	+$58.3K	0.08%	178
2021 Q3	$261K	Buy	+1,708	New	+$269K	0.06%	185
2021 Q2	–	Sell	-412	Closed	-$55K	–	475
2021 Q1	$55K	Buy	+412	New	+$55.2K	0.01%	335