Cape Investment Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cape Investment Advisory’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	–	Sell	-68	Closed	-$18.9K	–	709
2025 Q4	$18.9K	Buy	+68	New	+$18.8K	0.01%	631
2025 Q3	–	Sell	-77	Closed	-$19K	–	1015
2025 Q2	$19K	Sell	77 -28	-27%	-$6.23K	0.01%	518
2025 Q1	$22.2K	Sell	105 -24	-19%	-$5.52K	0.01%	462
2024 Q4	$30.4K	Buy	129 +38	+42%	+$8.72K	0.01%	413
2024 Q3	$20K	Buy	91 +31	+52%	+$6.6K	0.01%	461
2024 Q2	$12.9K	Hold	60	–	–	0.01%	485
2024 Q1	$11.7K	Buy	60 +1	+2%	+$187	0.01%	521
2023 Q4	$10.3K	Buy	59 +21	+55%	+$3.45K	0.01%	647
2023 Q3	$5.85K	Buy	+38	New	+$6.06K	﹤0.01%	640

Other funds holding IWY

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

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B 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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return