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Essex Financial Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Essex Financial Services’s Portfolio IWY Stock Details IWY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$700K Sell
2,838
-275
-9% -$67.8K 0.05% 341
2025
Q1 		$657K Buy
3,113
+408
+15% +$86.1K 0.05% 324
2024
Q4 		$636K Buy
2,705
+1,750
+183% +$412K 0.05% 327
2024
Q3 		$215K Buy
+955
New +$215K 0.02% 583