Instrumental Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Instrumental Wealth’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	$452K	Buy
2025 Q2	$393K	Buy
2025 Q1	$323K	Buy
2024 Q4	$331K	Sell
2024 Q3	$459K	Buy
2024 Q2	$417K	Buy
2024 Q1	$273K	Buy
2023 Q4	$201K	Buy