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IWY icon

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

Apella 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 		$682K Sell
2,403
-101
-4% -$28.5K 0.01% 416
2026
Q1 		$696K Buy
2,504
+739
+42% +$196K 0.01% 407
2025
Q4 		$489K Buy
1,765
+3
+0.2% +$831 0.01% 367
2025
Q3 		$478K Hold
1,762
– – 0.01% 330
2025
Q2 		$435K Buy
1,762
+559
+46% +$124K 0.01% 308
2025
Q1 		$251K Hold
1,203
– – 0.01% 339
2024
Q4 		$283K Buy
+1,203
New +$276K 0.01% 291

Other funds holding IWY

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Apella Capital's IWY Position: Q2 2026 in Review

Apella Capital reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 4% in Q2 2026, selling an estimated $28.5K and leaving 2,403 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #416.

Apella Capital first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $696K in Q1 2026. 116 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Apella Capital held 2,403 shares of iShares Russell Top 200 Growth ETF worth $682K as of Q2 2026.
  • Apella Capital sold 101 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $28.5K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #416 holding.
  • Apella Capital first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Apella Capital's iShares Russell Top 200 Growth ETF position peaked at $696K in Q1 2026.
  • 116 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.