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 Q2	$19.8K	Buy	+68	New	+$19.2K	0.01%	701
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	–	1014
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

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Cape Investment Advisory's IWY Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 68 shares worth $19.8K. The stake represents 0.01% of the portfolio and ranks #701 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IWY as recently as Q4 2025.

Cape Investment Advisory first reported a position in IWY in Q3 2023 and has held it in 10 quarters since. The position peaked at $30.4K in Q4 2024. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Cape Investment Advisory held 68 shares of iShares Russell Top 200 Growth ETF worth $19.8K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Cape Investment Advisory position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #701 holding.
Cape Investment Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and has held it in 10 quarters since.
Cape Investment Advisory's iShares Russell Top 200 Growth ETF position peaked at $30.4K in Q4 2024.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.