Compass Financial Services’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
$846K Buy
3,432
+932
+37% +$230K 0.41% 27
2025
Q1
$527K Buy
2,500
+2
+0.1% +$422 0.28% 25
2024
Q4
$588K Buy
+2,498
New +$588K 0.33% 22