Stratos Wealth Advisors’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	$2.72M	Buy	10,947 +451	+4%	+$119K	0.17%	126
2025 Q4	$2.91M	Buy	10,496 +249	+2%	+$69K	0.14%	161
2025 Q3	$2.8M	Buy	10,247 +381	+4%	+$98.6K	0.13%	162
2025 Q2	$2.43M	Buy	9,866 +1,672	+20%	+$372K	0.13%	167
2025 Q1	$1.73M	Buy	8,194 +2,435	+42%	+$560K	0.09%	217
2024 Q4	$1.36M	Sell	5,759 -302	-5%	-$69.3K	0.06%	286
2024 Q3	$1.33M	Buy	6,061 +784	+15%	+$167K	0.06%	305
2024 Q2	$1.13M	Buy	5,277 +263	+5%	+$52.4K	0.06%	312
2024 Q1	$978K	Sell	5,014 -625	-11%	-$117K	0.06%	330
2023 Q4	$988K	Sell	5,639 -190	-3%	-$31.2K	0.06%	331
2023 Q3	$897K	Sell	5,829 -24	-0.4%	-$3.83K	0.06%	325
2023 Q2	$928K	Sell	5,853 -318	-5%	-$46.4K	0.07%	322
2023 Q1	$857K	Buy	6,171 +706	+13%	+$91.7K	0.07%	319
2022 Q4	$659K	Sell	5,465 -145	-3%	-$18K	0.05%	356
2022 Q3	$670K	Sell	5,610 -1,056	-16%	-$142K	0.07%	306
2022 Q2	$835K	Buy	6,666 +86	+1%	+$11.8K	0.08%	293
2022 Q1	$1.04M	Buy	+6,580	New	+$1.03M	0.08%	268