Strategic Financial Concepts’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	$1.71M	Buy	6,892 +2,334	+51%	+$618K	0.42%	61
2025 Q4	$1.26M	Buy	4,558 +2,357	+107%	+$653K	1.15%	26
2025 Q3	$602K	Sell	2,201 -182	-8%	-$47.1K	0.09%	119
2025 Q2	$587K	Sell	2,383 -4,695	-66%	-$1.05M	0.08%	129
2025 Q1	$1.49M	Sell	7,078 -2,078	-23%	-$478K	0.28%	74
2024 Q4	$2.15M	Buy	9,156 +7,887	+622%	+$1.81M	0.41%	60
2024 Q3	$279K	Sell	1,269 -226,936	-99%	-$48.3M	0.09%	186
2024 Q2	$1.35M	Buy	228,205 +220,824	+2,992%	+$44M	0.78%	38
2024 Q1	$1.44M	Buy	7,381 +2,006	+37%	+$375K	0.35%	68
2023 Q4	$942K	Sell	5,375 -1,302	-19%	-$214K	0.56%	52
2023 Q3	$1.03M	Buy	6,677 +40	+0.6%	+$6.38K	0.35%	68
2023 Q2	$1.05M	Sell	6,637 -513	-7%	-$74.8K	0.39%	68
2023 Q1	$993K	Buy	+7,150	New	+$928K	0.4%	64