Wealth Enhancement Advisory Services’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
$10.6M Sell
42,675
-4,682
-10% -$1.16M 0.02% 608
2025
Q1
$9.99M Buy
47,357
+5,285
+13% +$1.11M 0.02% 577
2024
Q4
$9.9M Buy
42,072
+306
+0.7% +$72K 0.02% 558
2024
Q3
$9.19M Buy
41,766
+29,058
+229% +$6.39M 0.02% 535
2024
Q2
$2.73M Buy
12,708
+85
+0.7% +$18.2K 0.01% 878
2024
Q1
$2.46M Buy
12,623
+481
+4% +$93.8K 0.01% 875
2023
Q4
$2.13M Buy
12,142
+859
+8% +$151K 0.01% 874
2023
Q3
$1.74M Buy
+11,283
New +$1.74M 0.01% 906