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

Aptus Capital Advisors’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 		$377K Buy
1,297
+190
+17% +$53.6K ﹤0.01% 872
2026
Q1 		$275K Buy
1,107
+36
+3% +$9.54K ﹤0.01% 905
2025
Q4 		$297K Buy
1,071
+1
+0.1% +$277 ﹤0.01% 887
2025
Q3 		$293K Sell
1,070
-20
-2% -$5.17K ﹤0.01% 851
2025
Q2 		$269K Sell
1,090
-30
-3% -$6.68K ﹤0.01% 849
2025
Q1 		$236K Sell
1,120
-123
-10% -$28.3K ﹤0.01% 841
2024
Q4 		$292K Buy
1,243
+839
+208% +$193K ﹤0.01% 776
2024
Q3 		$88.9K Hold
404
– – ﹤0.01% 864
2024
Q2 		$86.7K Sell
404
-48
-11% -$9.57K ﹤0.01% 831
2024
Q1 		$88.2K Buy
452
+48
+12% +$8.97K ﹤0.01% 835
2023
Q4 		$70.8K Hold
404
– – ﹤0.01% 641
2023
Q3 		$62.1K Hold
404
– – ﹤0.01% 670
2023
Q2 		$64.1K Sell
404
-306
-43% -$44.6K ﹤0.01% 559
2023
Q1 		$98.6K Sell
710
-205
-22% -$26.6K ﹤0.01% 521
2022
Q4 		$110K Hold
915
– – ﹤0.01% 523
2022
Q3 		$109K Buy
915
+379
+71% +$50.9K ﹤0.01% 488
2022
Q2 		$67K Buy
+536
New +$73.6K ﹤0.01% 447

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

Aptus Capital Advisors's IWY Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 17% in Q2 2026, buying an estimated $53.6K and bringing the position to 1,297 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Aptus Capital Advisors first reported a position in IWY in Q2 2022 and has held it in 17 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Aptus Capital Advisors held 1,297 shares of iShares Russell Top 200 Growth ETF worth $377K as of Q2 2026.
  • Aptus Capital Advisors bought 190 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $53.6K.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #872 holding.
  • Aptus Capital Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.