AIM
IWY icon

Advyzon Investment Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Advyzon Investment Management’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 		$3.53M Buy
12,163
+1,003
+9% +$283K 0.26% 93
2026
Q1 		$2.78M Buy
11,160
+1,102
+11% +$292K 0.25% 96
2025
Q4 		$2.79M Buy
10,058
+6,494
+182% +$1.8M 0.32% 73
2025
Q3 		$975K Buy
+3,564
New +$922K 0.17% 133

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advyzon Investment Management's IWY Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 9% in Q2 2026, buying an estimated $283K and bringing the position to 12,163 shares worth $3.53M. The position accounts for 0.26% of the portfolio, ranked #93.

Advyzon Investment Management first reported a position in IWY in Q3 2025 and has held it in 4 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Advyzon Investment Management held 12,163 shares of iShares Russell Top 200 Growth ETF worth $3.53M as of Q2 2026.
  • Advyzon Investment Management bought 1,003 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $283K.
  • iShares Russell Top 200 Growth ETF made up 0.26% of Advyzon Investment Management's portfolio in Q2 2026, its #93 holding.
  • Advyzon Investment Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.