Level Four Advisory Services’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	$548K	Sell	2,202 -748	-25%	-$198K	0.02%	564
2025 Q4	$817K	Sell	2,950 -123	-4%	-$34.1K	0.03%	447
2025 Q3	$841K	Buy	3,073 +293	+11%	+$75.8K	0.03%	440
2025 Q2	$686K	Buy	2,780 +2	+0.1%	+$445	0.03%	457
2025 Q1	$586K	Buy	2,778 +4	+0.1%	+$920	0.02%	463
2024 Q4	$653K	Sell	2,774 -124	-4%	-$28.5K	0.03%	439
2024 Q3	$634K	Sell	2,898 -307	-10%	-$65.3K	0.03%	455
2024 Q2	$688K	Sell	3,205 -2,679	-46%	-$534K	0.03%	414
2024 Q1	$1.03M	Hold	5,884	–	–	0.06%	295
2023 Q4	$1.03M	Sell	5,884 -1,498	-20%	-$246K	0.06%	292
2023 Q3	$1.14M	Buy	7,382 +366	+5%	+$58.4K	0.07%	265
2023 Q2	$1.11M	Buy	7,016 +4,118	+142%	+$601K	0.07%	269
2023 Q1	$403K	Sell	2,898 -2,519	-47%	-$327K	0.03%	494
2022 Q4	$653K	Buy	+5,417	New	+$673K	0.05%	341