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IWY icon

Advisornet Financial’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Advisornet Financial’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.47M Sell
9,945
-17
-0.2% -$4.5K 0.13% 150
2025
Q4 		$2.76M Buy
9,962
+415
+4% +$115K 0.15% 131
2025
Q3 		$2.61M Buy
9,547
+280
+3% +$72.4K 0.15% 130
2025
Q2 		$2.28M Buy
9,267
+523
+6% +$116K 0.15% 140
2025
Q1 		$1.84M Buy
8,744
+1,011
+13% +$233K 0.14% 168
2024
Q4 		$1.82M Buy
7,733
+156
+2% +$35.8K 0.15% 145
2024
Q3 		$1.67M Buy
7,577
+3
+0% +$638 0.12% 167
2024
Q2 		$1.62M Sell
7,574
-148
-2% -$29.5K 0.15% 152
2024
Q1 		$1.51M Buy
7,722
+78
+1% +$14.6K 0.14% 154
2023
Q4 		$1.34M Sell
7,644
-52
-0.7% -$8.54K 0.12% 186
2023
Q3 		$1.18M Sell
7,696
-175
-2% -$27.9K 0.11% 191
2023
Q2 		$1.25M Sell
7,871
-507
-6% -$73.9K 0.11% 188
2023
Q1 		$1.16M Buy
8,378
+52
+0.6% +$6.75K 0.11% 197
2022
Q4 		$1M Sell
8,326
-423
-5% -$52.6K 0.1% 203
2022
Q3 		$1.04M Buy
8,749
+1,039
+13% +$139K 0.1% 200
2022
Q2 		$966K Buy
7,710
+72
+0.9% +$9.88K 0.09% 213
2022
Q1 		$1.21M Buy
7,638
+26
+0.3% +$4.05K 0.08% 218
2021
Q4 		$1.32M Buy
7,612
+3,344
+78% +$557K 0.08% 216
2021
Q3 		$652K Buy
4,268
+4,168
+4,168% +$658K 0.05% 314
2021
Q2 		$15K Hold
100
– – ﹤0.01% 1322
2021
Q1 		$13K Hold
100
– – ﹤0.01% 1300
2020
Q4 		$13K Hold
100
– – ﹤0.01% 1233
2020
Q3 		$12K Hold
100
– – ﹤0.01% 1223
2020
Q2 		$11K Hold
100
– – ﹤0.01% 1283
2020
Q1 		$8K Hold
100
– – ﹤0.01% 1323
2019
Q4 		$10K Hold
100
– – ﹤0.01% 1383
2019
Q3 		$9K Hold
100
– – ﹤0.01% 1403
2019
Q2 		$9K Hold
100
– – ﹤0.01% 1260
2019
Q1 		$8K Hold
100
– – ﹤0.01% 1234
2018
Q4 		$7K Hold
100
– – ﹤0.01% 1173
2018
Q3 		$9K Buy
+100
New +$8.26K ﹤0.01% 1151
2018
Q1 		– Sell
-900
Closed -$66K – 1431
2017
Q4 		$66K Buy
+900
New +$64.1K 0.01% 578

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Advisornet Financial's IWY Position: Q1 2026 in Review

Advisornet Financial reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.17% in Q1 2026, selling an estimated $4.5K and leaving 9,945 shares worth $2.47M. The position accounts for 0.13% of the portfolio, ranked #150.

Advisornet Financial first reported a position in IWY in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.76M in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Advisornet Financial held 9,945 shares of iShares Russell Top 200 Growth ETF worth $2.47M as of Q1 2026.
  • Advisornet Financial sold 17 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $4.5K.
  • iShares Russell Top 200 Growth ETF made up 0.13% of Advisornet Financial's portfolio in Q1 2026, its #150 holding.
  • Advisornet Financial first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 and has held it in 32 quarters since.
  • Advisornet Financial's iShares Russell Top 200 Growth ETF position peaked at $2.76M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.