Trademark Financial Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Trademark Financial Management’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$262K	Sell
2025 Q2	$237K	Sell
2025 Q1	$204K	Buy
2024 Q4	–	Sell
2024 Q3	$209K	Buy
2024 Q2	$203K	Buy