SIMA Wealth Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

SIMA Wealth Partners’s Portfolio IWY Stock Details IWY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$655K	Hold
2025 Q4	$729K	Sell
2025 Q3	$734K	Hold
2025 Q2	$662K	Hold
2025 Q1	$566K	Hold
2024 Q4	$631K	Hold
2024 Q3	$591K	Hold
2024 Q2	$576K	Buy