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

Avestar Capital’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 Q3	$289K	Hold	979	–	–	0.02%	457
2026 Q2	$285K	Buy	+979	New	+$276K	0.02%	474
2026 Q1	–	Sell	-979	Closed	-$271K	–	535
2025 Q4	$271K	Hold	979	–	–	0.02%	425
2025 Q3	$268K	Buy	+979	New	+$253K	0.02%	433
2025 Q2	–	Sell	-979	Closed	-$207K	–	508
2025 Q1	$207K	Sell	979 -5,557	-85%	-$1.28M	0.02%	452
2024 Q4	$1.54M	Hold	6,536	–	–	0.13%	127
2024 Q3	$1.44M	Hold	6,536	–	–	0.15%	118
2024 Q2	$1.4M	Hold	6,536	–	–	0.14%	122
2024 Q1	$1.28M	Sell	6,536 -1,847	-22%	-$345K	0.13%	134
2023 Q4	$1.47M	Buy	+8,383	New	+$1.38M	0.17%	82
2018 Q4	–	Sell	-65	Closed	-$5K	–	911
2018 Q3	$5K	Hold	65	–	–	﹤0.01%	548
2018 Q2	$5K	Hold	65	–	–	﹤0.01%	569
2018 Q1	$4K	Buy	65 +15	+30%	+$1.14K	﹤0.01%	575
2017 Q4	$3K	Buy	+50	New	+$3.56K	﹤0.01%	600

Other funds holding IWY

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Avestar Capital's IWY Position: Q3 2026 in Review

Avestar Capital held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2026 at 979 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #457.

Avestar Capital first reported a position in IWY in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.54M in Q4 2024. 541 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Avestar Capital held 979 shares of iShares Russell Top 200 Growth ETF worth $289K as of Q3 2026.
Avestar Capital left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of Avestar Capital's portfolio in Q3 2026, its #457 holding.
Avestar Capital first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 and has held it in 14 quarters since.
Avestar Capital's iShares Russell Top 200 Growth ETF position peaked at $1.54M in Q4 2024.
541 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.