Trivium Point Advisory’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
$6.91M Buy
28,016
+1,545
+6% +$381K 0.75% 35
2025
Q1
$5.58M Buy
+26,471
New +$5.58M 0.69% 39
2024
Q3
Sell
-1,596
Closed -$342K 338
2024
Q2
$342K Buy
+1,596
New +$342K 0.05% 237