Cosner Financial 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	$13M	Buy	52,046 +812	+2%	+$215K	7.11%	7
2025 Q4	$14.2M	Buy	51,234 +488	+1%	+$135K	7.24%	7
2025 Q3	$1.18M	Sell	50,746 -10,832	-18%	-$2.8M	0.63%	20
2025 Q2	$15.2M	Buy	61,578 +5,737	+10%	+$1.28M	8.45%	5
2025 Q1	$11.8M	Buy	55,841 +549	+1%	+$126K	7.2%	6
2024 Q4	$13M	Sell	55,292 -812	-1%	-$186K	8.26%	4
2024 Q3	$12.3M	Sell	56,104 -190	-0.3%	-$40.4K	7.96%	5
2024 Q2	$12.2M	Sell	56,294 -684	-1%	-$136K	8.64%	4
2024 Q1	$11.1M	Buy	56,978 +51,338	+910%	+$9.6M	7.96%	6
2023 Q4	$9.84M	Sell	5,640 -51,770	-90%	-$8.5M	8.31%	6
2023 Q3	$8.83M	Sell	57,410 -3,056	-5%	-$487K	7.78%	6
2023 Q2	$9.59M	Buy	+60,466	New	+$8.82M	7.9%	5