Trademark Financial Management’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
2025 Q2	$237K	Sell	961 -6	-0.6%	-$1.48K	0.14%	81
2025 Q1	$204K	Buy	+967	New	+$204K	0.16%	85
2024 Q4	–	Sell	-950	Closed	-$209K	–	97
2024 Q3	$209K	Buy	950 +4	+0.4%	+$880	0.17%	87
2024 Q2	$203K	Buy	+946	New	+$203K	0.17%	86