New England Private Wealth Advisors’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	$1.76M	Sell	7,092 -180	-2%	-$47.7K	0.2%	82
2025 Q4	$2.01M	Buy	7,272 +66	+0.9%	+$18.3K	0.25%	70
2025 Q3	$1.97M	Buy	7,206 +7	+0.1%	+$1.81K	0.26%	70
2025 Q2	$1.84M	Buy	7,199 +7	+0.1%	+$1.56K	0.27%	64
2025 Q1	$1.52M	Buy	7,192 +8	+0.1%	+$1.84K	0.23%	67
2024 Q4	$1.69M	Buy	7,184 +8	+0.1%	+$1.84K	0.27%	62
2024 Q3	$1.58M	Sell	7,176 -233	-3%	-$49.6K	0.25%	65
2024 Q2	$1.59M	Buy	7,409 +7	+0.1%	+$1.4K	0.28%	63
2024 Q1	$1.44M	Buy	7,402 +9	+0.1%	+$1.68K	0.25%	65
2023 Q4	$1.3M	Buy	7,393 +31	+0.4%	+$5.09K	0.24%	66
2023 Q3	$1.13M	Sell	7,362 -940	-11%	-$150K	0.24%	66
2023 Q2	$1.32M	Buy	8,302 +642	+8%	+$93.6K	0.27%	61
2023 Q1	$1.06M	Buy	7,660 +16	+0.2%	+$2.08K	0.22%	60
2022 Q4	$921K	Buy	7,644 +41	+0.5%	+$5.1K	0.2%	62
2022 Q3	$909K	Buy	+7,603	New	+$1.02M	0.21%	59
2021 Q4	–	Sell	-7,865	Closed	-$1.2M	–	108
2021 Q3	$1.2M	Sell	7,865 -1,115	-12%	-$176K	0.22%	53
2021 Q2	$1.35M	Buy	8,980 +2,780	+45%	+$398K	0.26%	50
2021 Q1	$834K	Buy	+6,200	New	+$831K	0.14%	61