Sovereign Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Sovereign Financial Group’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
2025 Q3	$2.21M	Buy
2025 Q2	$1.89M	Sell
2025 Q1	$1.69M	Buy
2024 Q4	$1.78M	Buy
2024 Q3	$1.55M	Buy
2024 Q2	$1.05M	Buy
2024 Q1	$797K	Buy
2023 Q4	$662K	Buy
2023 Q3	$447K	Buy
2023 Q2	$378K	Buy