Compton Wealth Advisory Group’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
$29.8M Buy
118,862
+630
+0.5% +$167K 6.64% 2
2025
Q4
$32.7M Sell
118,232
-1,448
-1% -$401K 7.16% 2
2025
Q3
$32.8M Sell
119,680
-1,585
-1% -$410K 7.58% 2
2025
Q2
$29.9M Sell
121,265
-1,739
-1% -$387K 7.56% 2
2025
Q1
$25.9M Sell
123,004
-1,538
-1% -$354K 7.2% 2
2024
Q4
$29.3M Sell
124,542
-10,083
-7% -$2.31M 7.56% 2
2024
Q3
$29.6M Sell
134,625
-5,737
-4% -$1.22M 7.48% 2
2024
Q2
$30.1M Sell
140,362
-2,348
-2% -$468K 8.02% 2
2024
Q1
$27.8M Sell
142,710
-1,530
-1% -$286K 7.62% 2
2023
Q4
$25.3M Buy
144,240
+9,062
+7% +$1.49M 7.93% 2
2023
Q3
$20.8M Buy
135,178
+41,177
+44% +$6.57M 7.14% 3
2023
Q2
$14.9M Sell
94,001
-1,124
-1% -$164K 4.97% 3
2023
Q1
$13.2M Buy
95,125
+43,056
+83% +$5.59M 4.57% 3
2022
Q4
$6.28M Sell
52,069
-29,014
-36% -$3.61M 2.45% 13
2022
Q3
$9.69M Buy
81,083
+33,749
+71% +$4.53M 4.12% 8
2022
Q2
$5.93M Buy
47,334
+23,405
+98% +$3.21M 2.55% 13
2022
Q1
$3.8M Sell
23,929
-12
-0.1% -$1.87K 1.47% 19
2021
Q4
$4.15M Buy
23,941
+1,065
+5% +$177K 1.78% 18
2021
Q3
$3.49M Buy
22,876
+1,392
+6% +$220K 1.64% 18
2021
Q2
$3.24M Buy
21,484
+1,846
+9% +$264K 1.51% 18
2021
Q1
$2.64M Buy
19,638
+22
+0.1% +$2.95K 1.51% 19
2020
Q4
$2.61M Buy
19,616
+1,035
+6% +$131K 1.63% 19
2020
Q3
$2.25M Buy
18,581
+12,440
+203% +$1.47M 1.69% 18
2020
Q2
$655K Buy
+6,141
New +$602K 0.7% 44

Other funds holding IWY