NewEdge 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	$44.8M	Buy	180,190 +14,480	+9%	+$3.84M	0.16%	126
2025 Q4	$45.9M	Buy	165,710 +11,795	+8%	+$3.27M	0.17%	124
2025 Q3	$42.1M	Sell	153,915 -459	-0.3%	-$119K	0.19%	103
2025 Q2	$38.1M	Sell	154,374 -2,157	-1%	-$480K	0.2%	104
2025 Q1	$33M	Sell	156,531 -33,374	-18%	-$7.68M	0.2%	108
2024 Q4	$44.7M	Buy	189,905 +8,675	+5%	+$1.99M	0.27%	73
2024 Q3	$39.9M	Buy	181,230 +27,937	+18%	+$5.94M	0.26%	86
2024 Q2	$32.9M	Buy	153,293 +5,223	+4%	+$1.04M	0.24%	94
2024 Q1	$28.9M	Buy	148,070 +30,743	+26%	+$5.75M	0.25%	90
2023 Q4	$21.3M	Buy	117,327 +12,879	+12%	+$2.11M	0.2%	111
2023 Q3	$16.1M	Buy	104,448 +22,833	+28%	+$3.64M	0.18%	128
2023 Q2	$12.9M	Sell	81,615 -12,119	-13%	-$1.77M	0.15%	147
2023 Q1	$13M	Sell	93,734 -60,588	-39%	-$7.87M	0.16%	139
2022 Q4	$18.5M	Buy	154,322 +128,560	+499%	+$16M	0.5%	37
2022 Q3	$3.08M	Buy	25,762 +12,571	+95%	+$1.69M	0.05%	332
2022 Q2	$1.65M	Sell	13,191 -2,139	-14%	-$294K	0.03%	491
2022 Q1	$2.44M	Sell	15,330 -8,412	-35%	-$1.31M	0.04%	380
2021 Q4	$4.12M	Buy	23,742 +18,196	+328%	+$3.03M	0.06%	284
2021 Q3	$847K	Buy	+5,546	New	+$875K	0.02%	575