AC
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

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

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. 684 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.
  • 684 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.