Rooted Wealth 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	$383K	Hold	1,381	–	–	0.1%	94
2025 Q4	$366K	Sell	1,381 -48	-3%	-$13.3K	0.1%	94
2025 Q3	$392K	Sell	1,429 -19	-1%	-$4.92K	0.12%	84
2025 Q2	$360K	Sell	1,448 -45	-3%	-$10K	0.12%	78
2025 Q1	$284K	Sell	1,493 -22	-1%	-$5.06K	0.12%	75
2024 Q4	$358K	Sell	1,515 -15	-1%	-$3.44K	0.14%	70
2024 Q3	$332K	Sell	1,530 -109	-7%	-$23.2K	0.15%	71
2024 Q2	$351K	Sell	1,639 -208	-11%	-$41.5K	0.15%	64
2024 Q1	$358K	Buy	1,847 +50	+3%	+$9.35K	0.18%	59
2023 Q4	$336K	Buy	1,797 +21	+1%	+$3.45K	0.18%	60
2023 Q3	$297K	Sell	1,776 -68	-4%	-$10.8K	0.18%	61
2023 Q2	$293K	Sell	1,844 -392	-18%	-$57.2K	0.2%	60
2023 Q1	$311K	Sell	2,236 -50	-2%	-$6.49K	0.23%	55
2022 Q4	$276K	Buy	+2,286	New	+$284K	0.23%	53