WBH Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.64M	Buy	6,523 +305	+5%	+$80.8K	0.12%	127
2025 Q4	$1.72M	Buy	6,218 +44	+0.7%	+$12.2K	0.13%	122
2025 Q3	$1.69M	Buy	6,174 +462	+8%	+$120K	0.13%	124
2025 Q2	$1.41M	Buy	5,712 +305	+6%	+$67.9K	0.12%	129
2025 Q1	$1.14M	Buy	5,407 +266	+5%	+$61.2K	0.11%	135
2024 Q4	$1.21M	Buy	5,141 +249	+5%	+$57.2K	0.11%	134
2024 Q3	$1.08M	Buy	4,892 +280	+6%	+$59.6K	0.1%	146
2024 Q2	$989K	Buy	4,612 +281	+6%	+$56K	0.1%	144
2024 Q1	$845K	Buy	4,331 +232	+6%	+$43.4K	0.09%	166
2023 Q4	$718K	Buy	4,099 +1,880	+85%	+$309K	0.08%	179
2023 Q3	$341K	Buy	2,219 +119	+6%	+$19K	0.04%	243
2023 Q2	$333K	Buy	2,100 +97	+5%	+$14.1K	0.04%	244
2023 Q1	$278K	Buy	+2,003	New	+$260K	0.03%	258
2022 Q3	$231K	Buy	1,930 +150	+8%	+$20.1K	0.03%	263
2022 Q2	$230K	Hold	1,780	–	–	0.03%	284
2022 Q1	$259K	Sell	1,780 -30	-2%	-$4.68K	0.03%	276
2021 Q4	$314K	Hold	1,810	–	–	0.04%	259
2021 Q3	$276K	Hold	1,810	–	–	0.04%	254
2021 Q2	$288K	Hold	1,810	–	–	0.04%	227
2021 Q1	$244K	Hold	1,810	–	–	0.04%	245
2020 Q4	$245K	Hold	1,810	–	–	0.04%	235
2020 Q3	$220K	Buy	+1,810	New	+$213K	0.04%	232