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 Q2	$285K	Buy	+979	New	+$276K	0.02%	473
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%	120
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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avestar Capital's IWY Position: Q2 2026 in Review

Avestar Capital opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 979 shares worth $285K. The stake represents 0.02% of the portfolio and ranks #473 among its holdings. This is a return to the name: Avestar Capital previously reported a position in IWY as recently as Q4 2025.

Avestar Capital first reported a position in IWY in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.54M in Q4 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Avestar Capital held 979 shares of iShares Russell Top 200 Growth ETF worth $285K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Avestar Capital position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #473 holding.
Avestar Capital first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 and has held it in 13 quarters since.
Avestar Capital's iShares Russell Top 200 Growth ETF position peaked at $1.54M in Q4 2024.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.