Valued Retirements’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
$2.65M Buy
10,756
+1,642
+18% +$405K 2.99% 10
2025
Q1
$1.92M Buy
9,114
+3,146
+53% +$664K 2.53% 11
2024
Q4
$1.4M Buy
5,968
+4,304
+259% +$1.01M 1.89% 13
2024
Q3
$366K Buy
+1,664
New +$366K 0.5% 51