Newbridge Financial Services Group’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	$230K	Hold	924	–	–	0.04%	202
2025 Q4	$256K	Buy	924 +16	+2%	+$4.43K	0.04%	203
2025 Q3	$248K	Sell	908 -55	-6%	-$14.2K	0.04%	263
2025 Q2	$237K	Sell	963 -30	-3%	-$6.68K	0.04%	263
2025 Q1	$209K	Sell	993 -545	-35%	-$125K	0.05%	191
2024 Q4	$362K	Buy	+1,538	New	+$353K	0.09%	146
2024 Q3	–	Sell	-1,058	Closed	-$227K	–	885
2024 Q2	$227K	Hold	1,058	–	–	0.08%	169
2024 Q1	$206K	Buy	1,058 +97	+10%	+$18.1K	0.09%	186
2023 Q4	$168K	Buy	961 +695	+261%	+$114K	0.08%	213
2023 Q3	$40.9K	Hold	266	–	–	0.02%	459
2023 Q2	$42.2K	Hold	266	–	–	0.02%	500
2023 Q1	$37K	Hold	266	–	–	0.02%	537
2022 Q4	$32.1K	Hold	266	–	–	0.02%	573
2022 Q3	$32K	Hold	266	–	–	0.02%	573
2022 Q2	$33K	Hold	266	–	–	0.02%	503
2022 Q1	$42K	Buy	+266	New	+$41.5K	0.02%	525