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

Aspire 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 		$41.9M Sell
144,097
-1,137
-0.8% -$321K 8.15% 1
2026
Q1 		$36.1M Buy
145,234
+28,120
+24% +$7.45M 8.14% 1
2025
Q4 		$32.4M Buy
117,114
+164
+0.1% +$45.4K 7.62% 3
2025
Q3 		$32M Buy
116,950
+735
+0.6% +$190K 7.89% 2
2025
Q2 		$28.6M Buy
116,215
+3,790
+3% +$844K 7.91% 3
2025
Q1 		$23.7M Sell
112,425
-11,525
-9% -$2.65M 7.08% 4
2024
Q4 		$29.2M Buy
123,950
+4,300
+4% +$987K 8.34% 4
2024
Q3 		$26.3M Buy
119,650
+4,597
+4% +$978K 7.85% 4
2024
Q2 		$24.7M Buy
115,053
+3,929
+4% +$783K 8.07% 4
2024
Q1 		$21.7M Buy
111,124
+5,149
+5% +$963K 7.3% 4
2023
Q4 		$18.6M Buy
105,975
+1,570
+2% +$258K 7.54% 4
2023
Q3 		$16.1M Buy
104,405
+12,300
+13% +$1.96M 7.31% 4
2023
Q2 		$14.6M Buy
92,105
+359
+0.4% +$52.4K 7.09% 4
2023
Q1 		$12.7M Buy
91,746
+18,215
+25% +$2.36M 6.69% 4
2022
Q4 		$8.86M Buy
73,531
+2,060
+3% +$256K 5.05% 7
2022
Q3 		$8.54M Buy
71,471
+925
+1% +$124K 6.77% 5
2022
Q2 		$8.84M Sell
70,546
-22,749
-24% -$3.12M 6.7% 5
2022
Q1 		$14.8M Buy
93,295
+30,247
+48% +$4.72M 14.1% 2
2021
Q4 		$10.9M Buy
+63,048
New +$10.5M 36.51% 1

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

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

Aspire Capital Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.78% in Q2 2026, selling an estimated $321K and leaving 144,097 shares worth $41.9M. The position accounts for 8.15% of the portfolio, ranked #1.

Aspire Capital Advisors first reported a position in IWY in Q4 2021 and has held it in 19 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Aspire Capital Advisors held 144,097 shares of iShares Russell Top 200 Growth ETF worth $41.9M as of Q2 2026.
  • Aspire Capital Advisors sold 1,137 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $321K.
  • iShares Russell Top 200 Growth ETF made up 8.15% of Aspire Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • Aspire Capital Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.