GeoWealth 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
2026 Q1	$1.08M	Sell	4,343 -257	-6%	-$68.1K	0.04%	267
2025 Q4	$1.27M	Sell	4,600 -664	-13%	-$184K	0.05%	230
2025 Q3	$1.44M	Buy	5,264 +170	+3%	+$44K	0.05%	231
2025 Q2	$1.26M	Buy	5,094 +233	+5%	+$51.9K	0.05%	213
2025 Q1	$1.03M	Sell	4,861 -81,427	-94%	-$18.7M	0.04%	253
2024 Q4	$20.3M	Buy	86,288 +50,509	+141%	+$11.6M	0.66%	29
2024 Q3	$7.87M	Buy	35,779 +12,811	+56%	+$2.73M	0.28%	63
2024 Q2	$4.93M	Buy	22,968 +1,947	+9%	+$388K	0.21%	73
2024 Q1	$4.1M	Sell	21,021 -28,276	-57%	-$5.29M	0.16%	112
2023 Q4	$8.64M	Buy	49,297 +48,382	+5,288%	+$7.94M	0.71%	39
2023 Q3	$141K	Sell	915 -169	-16%	-$27K	0.02%	312
2023 Q2	$172K	Sell	1,084 -16	-1%	-$2.33K	0.02%	255
2023 Q1	$153K	Buy	1,100 +1,079	+5,138%	+$140K	0.02%	222
2022 Q4	$3K	Buy	+21	New	+$2.61K	﹤0.01%	347
2022 Q3	–	Sell	-3,031	Closed	-$380K	–	366
2022 Q2	$380K	Sell	3,031 -23,302	-88%	-$3.2M	0.05%	189
2022 Q1	$4.18M	Buy	26,333 +9,611	+57%	+$1.5M	0.37%	67
2021 Q4	$2.9M	Sell	16,722 -60,386	-78%	-$10.1M	0.24%	86
2021 Q3	$11.8M	Buy	+77,108	New	+$12.2M	0.97%	25
2019 Q4	–	Sell	-3,516	Closed	-$306K	–	150
2019 Q3	$306K	Buy	+3,516	New	+$307K	0.07%	147