Heritage Trust’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Heritage Trust’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$520K	Hold
2025 Q2	$468K	Sell
2025 Q1	$407K	Sell
2024 Q4	$457K	Buy
2024 Q2	$456K	Sell
2024 Q1	$470K	Hold
2023 Q4	$422K	Buy