Capital Advisors Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Capital Advisors Wealth Management’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	$580K	Hold	1,996	–	–	0.07%	135
2026 Q1	$497K	Sell	1,996 -73	-4%	-$19.3K	0.07%	131
2025 Q4	$573K	Buy	2,069 +36	+2%	+$9.97K	0.08%	119
2025 Q3	$556K	Buy	2,033 +114	+6%	+$29.5K	0.08%	118
2025 Q2	$473K	Buy	1,919 +502	+35%	+$112K	0.07%	114
2025 Q1	$299K	Buy	1,417 +511	+56%	+$118K	0.05%	140
2024 Q4	$213K	Buy	+906	New	+$208K	0.04%	167

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

Capital Advisors Wealth Management's IWY Position: Q2 2026 in Review

Capital Advisors Wealth Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,996 shares worth $580K. The position accounts for 0.07% of the portfolio, ranked #135.

Capital Advisors Wealth Management first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Capital Advisors Wealth Management held 1,996 shares of iShares Russell Top 200 Growth ETF worth $580K as of Q2 2026.
Capital Advisors Wealth Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.07% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #135 holding.
Capital Advisors Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.