SVB Wealth’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	$67.8M	Sell	272,431 -30,024	-10%	-$7.95M	4.47%	2
2025 Q4	$83.8M	Sell	302,455 -19,541	-6%	-$5.41M	4.94%	2
2025 Q3	$88.1M	Sell	321,996 -610	-0.2%	-$158K	4.74%	3
2025 Q2	$79.5M	Buy	+322,606	New	+$71.8M	4.26%	3
2025 Q1	–	Sell	-459,585	Closed	-$108M	–	1648
2024 Q4	$108M	Buy	459,585 +325,623	+243%	+$74.8M	2.02%	4
2024 Q3	$29.5M	Sell	133,962 -200,810	-60%	-$42.7M	25.08%	1
2024 Q2	$71.8M	Buy	334,772 +59,054	+21%	+$11.8M	1.78%	7
2024 Q1	$53.8M	Buy	275,718 +133,398	+94%	+$24.9M	1.2%	12
2023 Q4	$24.9M	Buy	142,320 +136,652	+2,411%	+$22.4M	0.61%	32
2023 Q3	$872K	Buy	+5,668	New	+$904K	0.02%	338
2022 Q1	–	Sell	-200	Closed	-$34K	–	818
2021 Q4	$34K	Buy	+200	New	+$33.3K	﹤0.01%	770