Simplicity Wealth’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	$16M	Buy	64,138 +4,558	+8%	+$1.21M	0.9%	16
2025 Q4	$16.5M	Buy	59,580 +4,696	+9%	+$1.3M	0.98%	16
2025 Q3	$15M	Sell	54,884 -58,363	-52%	-$15.1M	0.87%	19
2025 Q2	$27.9M	Buy	113,247 +55,913	+98%	+$12.4M	1.16%	16
2025 Q1	$12.1M	Buy	57,334 +55,178	+2,559%	+$12.7M	0.94%	16
2024 Q4	$507K	Sell	2,156 -57,457	-96%	-$13.2M	0.11%	165
2024 Q3	$13.1M	Buy	59,613 +658	+1%	+$140K	1.22%	15
2024 Q2	$12.6M	Sell	58,955 -52,482	-47%	-$10.5M	0.29%	71
2024 Q1	$21.7M	Buy	111,437 +2,836	+3%	+$530K	0.52%	29
2023 Q4	$19M	Sell	108,601 -3,327	-3%	-$546K	7.37%	1
2023 Q3	$17.2M	Buy	111,928 +5,353	+5%	+$854K	10.08%	1
2023 Q2	$16.9M	Sell	106,575 -1,996	-2%	-$291K	10.51%	1
2023 Q1	$15.1M	Buy	108,571 +21,390	+25%	+$2.78M	10.03%	2
2022 Q4	$10.5M	Buy	87,181 +84,475	+3,122%	+$10.5M	9.27%	2
2022 Q3	$323K	Buy	+2,706	New	+$363K	0.43%	53