Whitegate Investment Counselors’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 Q1	–	Sell	-1,272	Closed	-$299K	–	66
2024 Q4	$299K	Buy	1,272 +3	+0.2%	+$706	0.1%	57
2024 Q3	$279K	Sell	1,269 -174	-12%	-$38.3K	0.07%	59
2024 Q2	$310K	Buy	+1,443	New	+$310K	0.09%	54