Keel Point’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	$3.14M	Buy	12,599 +1,343	+12%	+$356K	0.21%	73
2025 Q4	$3.12M	Sell	11,256 -31	-0.3%	-$8.59K	0.19%	84
2025 Q3	$3.09M	Sell	11,287 -36	-0.3%	-$9.31K	0.19%	83
2025 Q2	$2.79M	Sell	11,323 -1,622	-13%	-$361K	0.18%	87
2025 Q1	$2.73M	Buy	12,945 +1,807	+16%	+$416K	0.21%	86
2024 Q4	$2.62M	Buy	11,138 +24	+0.2%	+$5.51K	0.21%	83
2024 Q3	$2.45M	Buy	11,114 +5	+0%	+$1.06K	0.2%	84
2024 Q2	$2.31M	Buy	11,109 +2,801	+34%	+$558K	0.21%	82
2024 Q1	$1.62M	Buy	8,308 +5,341	+180%	+$998K	0.17%	94
2023 Q4	$520K	Buy	2,967 +12	+0.4%	+$1.97K	0.06%	170
2023 Q3	$455K	Hold	2,955	–	–	0.06%	170
2023 Q2	$469K	Buy	2,955 +4	+0.1%	+$583	0.06%	169
2023 Q1	$410K	Buy	2,951 +6	+0.2%	+$779	0.06%	185
2022 Q4	$355K	Sell	2,945 -46	-2%	-$5.72K	0.06%	192
2022 Q3	$357K	Buy	2,991 +8	+0.3%	+$1.07K	0.06%	175
2022 Q2	$429K	Sell	2,983 -1,948	-40%	-$267K	0.07%	159
2022 Q1	$783K	Sell	4,931 -610	-11%	-$95.1K	0.12%	115
2021 Q4	$961K	Buy	5,541 +233	+4%	+$38.8K	0.14%	104
2021 Q3	$810K	Buy	5,308 +2,330	+78%	+$368K	0.11%	119
2021 Q2	$448K	Sell	2,978 -139	-4%	-$19.9K	0.05%	160
2021 Q1	$419K	Buy	+3,117	New	+$418K	0.05%	167