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AA
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
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
$26B AUM
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
AWM
AE Wealth Management
Topeka, Kansas
$18.5B AUM
19.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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