AWA
IWY icon

Arkadios Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Arkadios Wealth 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
Q1 		$19.3M Buy
77,670
+1,359
+2% +$360K 0.32% 63
2025
Q4 		$21.1M Buy
76,311
+70,712
+1,263% +$19.6M 0.41% 42
2025
Q3 		$1.53M Buy
5,599
+266
+5% +$68.8K 0.04% 479
2025
Q2 		$1.31M Sell
5,333
-494
-8% -$110K 0.04% 468
2025
Q1 		$1.23M Sell
5,827
-98
-2% -$22.5K 0.05% 395
2024
Q4 		$1.39M Buy
5,925
+302
+5% +$69.3K 0.08% 260
2024
Q3 		$1.24M Buy
5,623
+666
+13% +$142K 0.07% 276
2024
Q2 		$1.06M Buy
4,957
+104
+2% +$20.7K 0.07% 269
2024
Q1 		$947K Buy
4,853
+2
+0% +$374 0.07% 247
2023
Q4 		$850K Buy
4,851
+3,096
+176% +$508K 0.07% 254
2023
Q3 		$270K Sell
1,755
-577
-25% -$92K 0.03% 528
2023
Q2 		$370K Buy
+2,332
New +$340K 0.04% 386
2023
Q1 		– Sell
-2,552
Closed -$308K – 618
2022
Q4 		$308K Sell
2,552
-68
-3% -$8.45K 0.04% 396
2022
Q3 		$313K Buy
2,620
+2
+0.1% +$268 0.05% 368
2022
Q2 		$328K Sell
2,618
-21
-0.8% -$2.88K 0.05% 377
2022
Q1 		$419K Sell
2,639
-3,035
-53% -$473K 0.05% 351
2021
Q4 		$984K Sell
5,674
-25,711
-82% -$4.28M 0.13% 182
2021
Q3 		$4.79M Buy
31,385
+74
+0.2% +$11.7K 0.69% 21
2021
Q2 		$4.71M Buy
31,311
+28,633
+1,069% +$4.1M 0.57% 29
2021
Q1 		$360K Buy
2,678
+912
+52% +$122K 0.06% 312
2020
Q4 		$235K Buy
1,766
+1,506
+579% +$190K 0.05% 301
2020
Q3 		$32.6K Hold
260
– – 0.02% 491
2020
Q2 		$29.1K Hold
260
– – 0.02% 473
2020
Q1 		$21.9K Hold
260
– – 0.01% 469
2019
Q4 		$27.3K Buy
+260
New +$23.7K 0.02% 403

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Arkadios Wealth Advisors's IWY Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.8% in Q1 2026, buying an estimated $360K and bringing the position to 77,670 shares worth $19.3M. The position accounts for 0.32% of the portfolio, ranked #63.

Arkadios Wealth Advisors first reported a position in IWY in Q4 2019 and has held it in 25 quarters since. The position peaked at $21.1M in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Arkadios Wealth Advisors held 77,670 shares of iShares Russell Top 200 Growth ETF worth $19.3M as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,359 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $360K.
  • iShares Russell Top 200 Growth ETF made up 0.32% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #63 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • Arkadios Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $21.1M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.