JSF Financial’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	$19.6M	Buy	78,861 +9,169	+13%	+$2.43M	3.85%	7
2025 Q4	$19.3M	Sell	69,692 -2,948	-4%	-$817K	4%	8
2025 Q3	$19.9M	Sell	72,640 -1,702	-2%	-$440K	4.41%	7
2025 Q2	$18.3M	Buy	74,342 +5,467	+8%	+$1.22M	4.36%	6
2025 Q1	$14.5M	Buy	68,875 +20,343	+42%	+$4.68M	3.83%	7
2024 Q4	$11.4M	Sell	48,532 -293	-0.6%	-$67.3K	3.05%	8
2024 Q3	$10.7M	Sell	48,825 -598	-1%	-$127K	3.14%	8
2024 Q2	$10.6M	Buy	49,423 +2,437	+5%	+$486K	3.25%	9
2024 Q1	$9.17M	Buy	46,986 +6,488	+16%	+$1.21M	2.87%	9
2023 Q4	$7.1M	Buy	40,498 +838	+2%	+$138K	2.46%	9
2023 Q3	$6.1M	Buy	39,660 +12,737	+47%	+$2.03M	2.36%	9
2023 Q2	$4.27M	Buy	26,923 +351	+1%	+$51.2K	1.51%	18
2023 Q1	$3.69M	Buy	26,572 +2,531	+11%	+$329K	1.38%	21
2022 Q4	$2.9M	Buy	24,041 +2,523	+12%	+$314K	1.08%	23
2022 Q3	$2.57M	Buy	21,518 +3,852	+22%	+$517K	0.98%	27
2022 Q2	$2.21M	Sell	17,666 -1,365	-7%	-$187K	1%	24
2022 Q1	$3.02M	Buy	19,031 +16,530	+661%	+$2.58M	1.29%	19
2021 Q4	$434K	Buy	2,501 +874	+54%	+$146K	0.21%	58
2021 Q3	$248K	Buy	+1,627	New	+$257K	0.12%	96
2019 Q1	–	Sell	-2,815	Closed	-$202K	–	63
2018 Q4	$202K	Buy	+2,815	New	+$218K	0.21%	54