Avantax Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Avantax Advisory Services’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
2025 Q2	$55.8M	Sell	226,275 -4,709	-2%	-$1.05M	0.31%	47
2025 Q1	$48.7M	Sell	230,984 -7,560	-3%	-$1.74M	0.3%	44
2024 Q4	$56.1M	Buy	238,544 +1,179	+0.5%	+$271K	0.35%	43
2024 Q3	$52.2M	Sell	237,365 -22,091	-9%	-$4.7M	0.34%	37
2024 Q2	$55.7M	Buy	259,456 +32,244	+14%	+$6.43M	0.4%	33
2024 Q1	$44.3M	Buy	227,212 +61,232	+37%	+$11.4M	0.39%	33
2023 Q4	$29.1M	Buy	165,980 +30,909	+23%	+$5.07M	0.29%	43
2023 Q3	$20.8M	Buy	135,071 +20,212	+18%	+$3.22M	0.23%	66
2023 Q2	$18.2M	Buy	114,859 +29,165	+34%	+$4.25M	0.21%	84
2023 Q1	$11.9M	Buy	85,694 +58,000	+209%	+$7.53M	0.15%	117
2022 Q4	$3.34M	Buy	27,694 +8,085	+41%	+$1M	0.04%	305
2022 Q3	$2.34M	Buy	19,609 +8,521	+77%	+$1.14M	0.04%	346
2022 Q2	$1.39M	Buy	11,088 +2,522	+29%	+$346K	0.02%	464
2022 Q1	$1.36M	Buy	8,566 +835	+11%	+$130K	0.02%	462
2021 Q4	$1.34M	Sell	7,731 -627	-8%	-$104K	0.02%	446
2021 Q3	$1.27M	Buy	8,358 +2,508	+43%	+$396K	0.02%	424
2021 Q2	$879K	Buy	5,850 +572	+11%	+$81.9K	0.02%	512
2021 Q1	$710K	Buy	5,278 +573	+12%	+$76.8K	0.02%	515
2020 Q4	$626K	Sell	4,705 -11,468	-71%	-$1.45M	0.01%	491
2020 Q3	$1.96M	Buy	16,173 +12,764	+374%	+$1.5M	0.03%	370
2020 Q2	$363K	Sell	3,409 -2,857	-46%	-$280K	0.01%	575
2020 Q1	$527K	Buy	+6,266	New	+$596K	0.02%	426

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's IWY Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2% in Q2 2025, selling an estimated $1.05M and leaving 226,275 shares worth $55.8M. The position accounts for 0.31% of the portfolio, ranked #47.

Avantax Advisory Services first reported a position in IWY in Q1 2020 and has held it in 22 quarters since. The position peaked at $56.1M in Q4 2024. 572 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

Avantax Advisory Services held 226,275 shares of iShares Russell Top 200 Growth ETF worth $55.8M as of Q2 2025.
Avantax Advisory Services sold 4,709 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $1.05M.
iShares Russell Top 200 Growth ETF made up 0.31% of Avantax Advisory Services's portfolio in Q2 2025, its #47 holding.
Avantax Advisory Services first reported a position in iShares Russell Top 200 Growth ETF in Q1 2020 and has held it in 22 quarters since.
Avantax Advisory Services's iShares Russell Top 200 Growth ETF position peaked at $56.1M in Q4 2024.
572 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.