CWM
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Congress Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Congress Wealth Management’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$29.6M Buy
120,120
+70,519
+142% +$17.4M 0.29% 82
2025
Q1 		$10.5M Buy
+49,601
New +$10.5M 0.13% 192