SMART 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	$1.43M	Buy	5,758 +648	+13%	+$172K	0.42%	76
2025 Q4	$1.42M	Buy	5,110 +208	+4%	+$57.6K	0.43%	76
2025 Q3	$1.34M	Buy	4,902 +637	+15%	+$165K	0.51%	64
2025 Q2	$1.05M	Buy	4,265 +326	+8%	+$72.6K	0.33%	83
2025 Q1	$831K	Buy	3,939 +61	+2%	+$14K	0.3%	82
2024 Q4	$912K	Buy	3,878 +870	+29%	+$200K	0.32%	77
2024 Q3	$662K	Buy	3,008 +1,357	+82%	+$289K	0.26%	83
2024 Q2	$354K	Buy	1,651 +45	+3%	+$8.97K	0.14%	93
2024 Q1	$313K	Buy	1,606 +57	+4%	+$10.7K	0.14%	87
2023 Q4	$271K	Buy	+1,549	New	+$254K	0.15%	68
2023 Q3	–	Sell	-1,565	Closed	-$248K	–	80
2023 Q2	$248K	Sell	1,565 -520	-25%	-$75.8K	0.19%	70
2023 Q1	$290K	Sell	2,085 -538	-21%	-$69.8K	0.26%	58
2022 Q4	$316K	Buy	+2,623	New	+$326K	0.24%	63