Waverly Advisors’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	$27.5M	Sell	111,713 -539	-0.5%	-$133K	0.3%	71
2025 Q1	$23.7M	Buy	112,252 +280	+0.3%	+$59.1K	0.29%	78
2024 Q4	$26.3M	Buy	111,972 +107,090	+2,194%	+$25.2M	0.41%	48
2024 Q3	$1.07M	Buy	+4,882	New	+$1.07M	0.02%	436