EP Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

EP Wealth Advisors’s Portfolio IWY Stock Details IWY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.24M	Buy
2025 Q1	$367K	Buy
2024 Q4	$387K	Buy
2024 Q3	$315K	Sell
2024 Q2	$329K	Buy
2024 Q1	$299K	Sell
2023 Q4	$270K	Buy
2023 Q3	$237K	Sell
2023 Q2	$315K	Sell
2023 Q1	$4.17M	Buy