Ashton Thomas Private Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Ashton Thomas Private Wealth’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	$2.82M	Sell	11,322 -1,133	-9%	-$300K	0.07%	289
2025 Q4	$3.45M	Sell	12,455 -6,749	-35%	-$1.87M	0.08%	232
2025 Q3	$5.26M	Buy	19,204 +3,353	+21%	+$867K	0.14%	171
2025 Q2	$3.91M	Buy	+15,851	New	+$3.53M	0.14%	170
2021 Q1	–	Sell	-17,495	Closed	-$2.33M	–	316
2020 Q4	$2.33M	Buy	+17,495	New	+$2.21M	0.44%	62

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Ashton Thomas Private Wealth's IWY Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 9.1% in Q1 2026, selling an estimated $300K and leaving 11,322 shares worth $2.82M. The position accounts for 0.07% of the portfolio, ranked #289.

Ashton Thomas Private Wealth first reported a position in IWY in Q4 2020 and has held it in 5 quarters since. The position peaked at $5.26M in Q3 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Ashton Thomas Private Wealth held 11,322 shares of iShares Russell Top 200 Growth ETF worth $2.82M as of Q1 2026.
Ashton Thomas Private Wealth sold 1,133 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $300K.
iShares Russell Top 200 Growth ETF made up 0.07% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #289 holding.
Ashton Thomas Private Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 5 quarters since.
Ashton Thomas Private Wealth's iShares Russell Top 200 Growth ETF position peaked at $5.26M in Q3 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.