Optivise Advisory Services’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	$2.07M	Buy	8,378 +2	+0%	+$493	1.06%	20
2025 Q1	$1.77M	Sell	8,376 -66	-0.8%	-$13.9K	0.99%	17
2024 Q4	$1.99M	Sell	8,442 -574	-6%	-$135K	1.07%	20
2024 Q3	$1.98M	Sell	9,016 -8,057	-47%	-$1.77M	1.04%	20
2024 Q2	$3.66M	Buy	+17,073	New	+$3.66M	1.98%	9