Oak Harvest Investment 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	$8.02M	Buy	32,238 +1,984	+7%	+$526K	0.84%	42
2025 Q4	$8.38M	Buy	30,254 +2,341	+8%	+$649K	0.91%	36
2025 Q3	$7.64M	Buy	27,913 +1,797	+7%	+$465K	0.89%	36
2025 Q2	$6.44M	Buy	26,116 +1,461	+6%	+$325K	0.81%	44
2025 Q1	$5.2M	Buy	24,655 +2,704	+12%	+$622K	0.73%	49
2024 Q4	$5.16M	Buy	21,951 +5,196	+31%	+$1.19M	0.72%	52
2024 Q3	$3.69M	Buy	16,755 +3,046	+22%	+$648K	0.53%	60
2024 Q2	$2.94M	Buy	13,709 +4,209	+44%	+$839K	0.46%	62
2024 Q1	$1.85M	Buy	9,500 +1,484	+19%	+$277K	0.31%	70
2023 Q4	$1.4M	Buy	8,016 +4,031	+101%	+$662K	0.28%	64
2023 Q3	$613K	Buy	3,985 +2,582	+184%	+$412K	0.13%	83
2023 Q2	$223K	Buy	+1,403	New	+$205K	0.05%	105