Surience Private Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-67,834	Closed	-$10.4M	–	26
2023 Q3	$10.4M	Sell	67,834 -17,633	-21%	-$2.71M	20.21%	1
2023 Q2	$13.6M	Buy	+85,467	New	+$13.6M	19.4%	1
2022 Q1	–	Sell	-43,254	Closed	-$7.5M	–	27
2021 Q4	$7.5M	Buy	+43,254	New	+$7.5M	6.11%	7