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

Advisory Alpha’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 Q2	$963K	Buy	3,313 +7	+0.2%	+$1.98K	0.02%	228
2026 Q1	$823K	Buy	3,306 +46	+1%	+$12.2K	0.02%	229
2025 Q4	$903K	Sell	3,260 -336	-9%	-$93.1K	0.02%	206
2025 Q3	$991K	Sell	3,596 -48	-1%	-$12.4K	0.03%	184
2025 Q2	$899K	Sell	3,644 -213	-6%	-$47.4K	0.03%	174
2025 Q1	$814K	Buy	3,857 +58	+2%	+$13.3K	0.03%	181
2024 Q4	$894K	Sell	3,799 -304	-7%	-$69.8K	0.03%	161
2024 Q3	$903K	Sell	4,103 -92	-2%	-$19.6K	0.03%	159
2024 Q2	$900K	Sell	4,195 -11,605	-73%	-$2.31M	0.04%	156
2024 Q1	$3.08M	Sell	15,800 -3,099	-16%	-$579K	0.13%	90
2023 Q4	$3.31M	Buy	18,899 +361	+2%	+$59.3K	0.15%	87
2023 Q3	$2.85M	Sell	18,538 -1,274	-6%	-$203K	0.15%	83
2023 Q2	$3.14M	Buy	19,812 +10,832	+121%	+$1.58M	0.16%	80
2023 Q1	$1.25M	Buy	8,980 +1,820	+25%	+$236K	0.08%	101
2022 Q4	$863K	Buy	+7,160	New	+$890K	0.06%	119
2022 Q1	–	Sell	-1,736	Closed	-$301K	–	284
2021 Q4	$301K	Sell	1,736 -409	-19%	-$68.1K	0.02%	218
2021 Q3	$327K	Buy	+2,145	New	+$338K	0.02%	198

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisory Alpha's IWY Position: Q2 2026 in Review

Advisory Alpha increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.21% in Q2 2026, buying an estimated $1.98K and bringing the position to 3,313 shares worth $963K. The position accounts for 0.02% of the portfolio, ranked #228.

Advisory Alpha first reported a position in IWY in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.31M in Q4 2023. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Advisory Alpha held 3,313 shares of iShares Russell Top 200 Growth ETF worth $963K as of Q2 2026.
Advisory Alpha bought 7 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.98K.
iShares Russell Top 200 Growth ETF made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #228 holding.
Advisory Alpha first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and has held it in 17 quarters since.
Advisory Alpha's iShares Russell Top 200 Growth ETF position peaked at $3.31M in Q4 2023.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.