Pacific Financial 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	$577K	Sell	2,319 -23	-1%	-$6.09K	0.31%	62
2025 Q4	$649K	Sell	2,342 -3	-0.1%	-$831	0.36%	56
2025 Q3	$642K	Sell	2,345 -48	-2%	-$12.4K	0.48%	42
2025 Q2	$590K	Sell	2,393 -23	-1%	-$5.12K	0.46%	41
2025 Q1	$510K	Buy	2,416 +9	+0.4%	+$2.07K	0.41%	43
2024 Q4	$566K	Sell	2,407 -74	-3%	-$17K	0.42%	41
2024 Q3	$546K	Buy	2,481 +3	+0.1%	+$638	0.4%	43
2024 Q2	$532K	Buy	2,478 +2	+0.1%	+$399	0.38%	44
2024 Q1	$483K	Sell	2,476 -20	-0.8%	-$3.74K	0.33%	45
2023 Q4	$437K	Buy	2,496 +9	+0.4%	+$1.48K	0.33%	45
2023 Q3	$383K	Sell	2,487 -15	-0.6%	-$2.39K	0.25%	48
2023 Q2	$397K	Sell	2,502 -139	-5%	-$20.3K	0.26%	45
2023 Q1	$367K	Sell	2,641 -54	-2%	-$7.01K	0.28%	43
2022 Q4	$325K	Buy	2,695 +10	+0.4%	+$1.24K	0.24%	45
2022 Q3	$321K	Sell	2,685 -170	-6%	-$22.8K	0.29%	44
2022 Q2	$358K	Buy	2,855 +4	+0.1%	+$549	0.27%	47
2022 Q1	$453K	Buy	2,851 +3	+0.1%	+$468	0.29%	47
2021 Q4	$477K	Sell	2,848 -15	-0.5%	-$2.5K	0.31%	48
2021 Q3	$437K	Sell	2,863 -241	-8%	-$38K	0.31%	50
2021 Q2	$467K	Sell	3,104 -686	-18%	-$98.2K	0.32%	51
2021 Q1	$510K	Buy	3,790 +1	+0%	+$134	0.41%	41
2020 Q4	$504K	Sell	3,789 -29	-0.8%	-$3.66K	0.45%	40
2020 Q3	$463K	Buy	+3,818	New	+$450K	0.36%	46
2019 Q4	–	Sell	-351,500	Closed	-$30.2M	–	87
2019 Q3	$30.2M	Buy	351,500 +45,997	+15%	+$4.01M	3.27%	11
2019 Q2	$25.1M	Hold	305,503	–	–	3.03%	11
2019 Q1	$25.1M	Buy	305,503 +43,317	+17%	+$3.38M	3.06%	11
2018 Q4	$18.8M	Buy	+262,186	New	+$20.3M	2.98%	11