Lord & Richards Wealth Management’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	–	Sell	-5,087	Closed	-$1.07M	–	107
2025 Q1	$1.07M	Sell	5,087 -580	-10%	-$122K	1.22%	29
2024 Q4	$1.33M	Buy	+5,667	New	+$1.33M	2.81%	6