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AlphaCore Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

AlphaCore Capital’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 		$676K Buy
2,325
+411
+21% +$116K 0.01% 572
2026
Q1 		$476K Buy
1,914
+405
+27% +$107K 0.01% 559
2025
Q4 		$418K Hold
1,509
– – 0.01% 674
2025
Q3 		$413K Hold
1,509
– – 0.01% 497
2025
Q2 		$372K Sell
1,509
-296
-16% -$65.9K 0.01% 433
2025
Q1 		$381K Buy
+1,805
New +$415K 0.03% 315

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

AlphaCore Capital's IWY Position: Q2 2026 in Review

AlphaCore Capital increased its iShares Russell Top 200 Growth ETF (IWY) stake by 21% in Q2 2026, buying an estimated $116K and bringing the position to 2,325 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #572.

AlphaCore Capital first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • AlphaCore Capital held 2,325 shares of iShares Russell Top 200 Growth ETF worth $676K as of Q2 2026.
  • AlphaCore Capital bought 411 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $116K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #572 holding.
  • AlphaCore Capital first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.