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

Kingswood Wealth Advisors’s Portfolio IWY Stock Details IWY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$225K	Buy
2025 Q2	–	Sell
2025 Q1	$226K	Sell
2024 Q4	$461K	Buy
2024 Q2	–	Sell
2024 Q1	$204K	Sell
2023 Q4	$218K	Buy