Sovereign Financial 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
2026 Q1	$1.92M	Sell	7,705 -56	-0.7%	-$14.8K	0.33%	52
2025 Q4	$2.15M	Sell	7,761 -331	-4%	-$91.7K	0.37%	45
2025 Q3	$2.21M	Buy	8,092 +413	+5%	+$107K	0.41%	39
2025 Q2	$1.89M	Sell	7,679 -333	-4%	-$74.1K	0.39%	47
2025 Q1	$1.69M	Buy	8,012 +440	+6%	+$101K	0.39%	49
2024 Q4	$1.78M	Buy	7,572 +536	+8%	+$123K	0.41%	47
2024 Q3	$1.55M	Buy	7,036 +2,153	+44%	+$458K	0.36%	53
2024 Q2	$1.05M	Buy	4,883 +799	+20%	+$159K	0.26%	81
2024 Q1	$797K	Buy	4,084 +307	+8%	+$57.4K	0.21%	94
2023 Q4	$662K	Buy	3,777 +873	+30%	+$143K	0.2%	96
2023 Q3	$447K	Buy	2,904 +523	+22%	+$83.4K	0.16%	134
2023 Q2	$378K	Buy	+2,381	New	+$347K	0.12%	163