KMG Fiduciary Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$717K Buy
2,907
+549
+23% +$135K 0.05% 206
2025
Q1
$497K Sell
2,358
-246
-9% -$51.9K 0.04% 221
2024
Q4
$613K Sell
2,604
-86
-3% -$20.2K 0.05% 208
2024
Q3
$592K Buy
+2,690
New +$592K 0.05% 202