EPG Wealth Management’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
2025 Q2	–	Sell	-626	Closed	-$132K	–	385
2025 Q1	$132K	Buy	626 +1	+0.2%	+$230	0.04%	243
2024 Q4	$147K	Sell	625 -39	-6%	-$8.95K	0.04%	246
2024 Q3	$146K	Buy	+664	New	+$141K	0.04%	253
2024 Q2	–	Sell	-784	Closed	-$156K	–	258
2024 Q1	$153K	Hold	784	–	–	0.04%	264
2023 Q4	$147K	Buy	784 +24	+3%	+$3.94K	0.04%	254
2023 Q3	$117K	Hold	760	–	–	0.04%	257
2023 Q2	$121K	Buy	760 +1	+0.1%	+$146	0.04%	252
2023 Q1	$105K	Buy	+759	New	+$98.5K	0.03%	258
2022 Q2	–	Sell	-853	Closed	-$135K	–	313
2022 Q1	$135K	Sell	853 -699	-45%	-$109K	0.05%	249
2021 Q4	$269K	Buy	1,552 +201	+15%	+$33.5K	0.09%	188
2021 Q3	$206K	Buy	1,351 +1	+0.1%	+$158	0.08%	211
2021 Q2	$203K	Buy	+1,350	New	+$193K	0.09%	205
2020 Q3	–	Sell	-2,729	Closed	-$291K	–	133
2020 Q2	$291K	Buy	2,729 +4	+0.1%	+$392	0.21%	106
2020 Q1	$229K	Buy	+2,725	New	+$259K	0.17%	110