SageView Advisory 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
2025 Q4	$1.8M	Sell	6,497 -487	-7%	-$135K	0.06%	162
2025 Q3	$1.91M	Sell	6,984 -7	-0.1%	-$1.81K	0.07%	161
2025 Q2	$1.79M	Sell	6,991 -35	-0.5%	-$7.79K	0.07%	149
2025 Q1	$1.48M	Buy	7,026 +10	+0.1%	+$2.3K	0.06%	161
2024 Q4	$1.65M	Sell	7,016 -49	-0.7%	-$11.3K	0.07%	144
2024 Q3	$1.55M	Buy	7,065 +8	+0.1%	+$1.7K	0.08%	140
2024 Q2	$1.51M	Buy	7,057 +4,525	+179%	+$902K	0.07%	162
2024 Q1	$402K	Sell	2,532 -4,549	-64%	-$850K	0.02%	359
2023 Q4	$1.3M	Buy	7,081 +25	+0.4%	+$4.1K	0.06%	211
2023 Q3	$1.09M	Sell	7,056 -13	-0.2%	-$2.07K	0.06%	201
2023 Q2	$1.12M	Buy	7,069 +9	+0.1%	+$1.31K	0.06%	204
2023 Q1	$981K	Buy	7,060 +11	+0.2%	+$1.43K	0.06%	209
2022 Q4	$850K	Buy	+7,049	New	+$876K	0.07%	173