Elm3 Financial Group’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	$810K	Sell	3,285 -242	-7%	-$59.7K	0.67%	33
2025 Q1	$744K	Sell	3,527 -1,084	-24%	-$229K	0.65%	37
2024 Q4	$1.08M	Buy	+4,611	New	+$1.08M	0.93%	29