Gradient Investments’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 Q2	$4.8M	Buy	16,519 +1,446	+10%	+$408K	0.07%	206
2026 Q1	$3.75M	Buy	15,073 +9,111	+153%	+$2.41M	0.06%	209
2025 Q4	$1.65M	Buy	5,962 +1,710	+40%	+$474K	0.03%	224
2025 Q3	$1.16M	Buy	4,252 +1,003	+31%	+$259K	0.02%	244
2025 Q2	$801K	Buy	+3,249	New	+$723K	0.01%	241
2024 Q3	–	Sell	-489	Closed	-$105K	–	836
2024 Q2	$105K	Hold	489	–	–	﹤0.01%	399
2024 Q1	$95.4K	Sell	489 -58	-11%	-$10.8K	﹤0.01%	359
2023 Q4	$95.8K	Buy	547 +255	+87%	+$41.9K	﹤0.01%	428
2023 Q3	$44.9K	Sell	292 -210	-42%	-$33.5K	﹤0.01%	529
2023 Q2	$79.6K	Hold	502	–	–	﹤0.01%	434
2023 Q1	$69.7K	Sell	502 -2,935	-85%	-$381K	﹤0.01%	431
2022 Q4	$414K	Buy	3,437 +2,845	+481%	+$354K	0.01%	244
2022 Q3	$71K	Hold	592	–	–	﹤0.01%	426
2022 Q2	$74K	Hold	592	–	–	﹤0.01%	414
2022 Q1	$94K	Sell	592 -406	-41%	-$63.3K	﹤0.01%	378
2021 Q4	$173K	Sell	998 -28	-3%	-$4.67K	﹤0.01%	297
2021 Q3	$157K	Sell	1,026 -80	-7%	-$12.6K	﹤0.01%	301
2021 Q2	$167K	Buy	1,106 +210	+23%	+$30.1K	﹤0.01%	303
2021 Q1	$121K	Hold	896	–	–	﹤0.01%	337
2020 Q4	$109K	Hold	896	–	–	﹤0.01%	308
2020 Q3	$109K	Buy	896 +257	+40%	+$30.3K	﹤0.01%	308
2020 Q2	$68K	Sell	639 -42	-6%	-$4.12K	﹤0.01%	344
2020 Q1	$57K	Buy	681 +42	+7%	+$4K	﹤0.01%	333
2019 Q4	$62K	Sell	639 -39	-6%	-$3.56K	﹤0.01%	360
2019 Q3	$59K	Buy	678 +363	+115%	+$31.7K	﹤0.01%	357
2019 Q2	$27K	Buy	+315	New	+$26.5K	﹤0.01%	466
2018 Q3	–	Sell	-390	Closed	-$31K	–	1018
2018 Q2	$31K	Hold	390	–	–	﹤0.01%	411
2018 Q1	$29K	Buy	+390	New	+$29.7K	﹤0.01%	417