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

Capital Analysts LLC’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 		$626K Sell
2,152
-90
-4% -$25.4K 0.01% 458
2026
Q1 		$557K Buy
2,242
+28
+1% +$7.42K 0.01% 431
2025
Q4 		$613K Buy
2,214
+66
+3% +$18.3K 0.02% 396
2025
Q3 		$588K Sell
2,148
-58
-3% -$15K 0.02% 393
2025
Q2 		$544K Buy
2,206
+8
+0.4% +$1.78K 0.02% 375
2025
Q1 		$464K Sell
2,198
-51
-2% -$11.7K 0.02% 380
2024
Q4 		$529K Sell
2,249
-52
-2% -$11.9K 0.02% 323
2024
Q3 		$506K Buy
2,301
+1,344
+140% +$286K 0.02% 323
2024
Q2 		$205K Buy
957
+1
+0.1% +$199 0.01% 455
2024
Q1 		$187K Buy
956
+22
+2% +$4.11K 0.01% 455
2023
Q4 		$164K Buy
934
+675
+261% +$111K 0.01% 449
2023
Q3 		$40K Sell
259
-244
-49% -$38.9K ﹤0.01% 658
2023
Q2 		$80K Buy
503
+327
+186% +$47.7K ﹤0.01% 506
2023
Q1 		$24K Hold
176
– – ﹤0.01% 702
2022
Q4 		$21K Buy
176
+1
+0.6% +$124 ﹤0.01% 752
2022
Q3 		$21K Buy
175
+167
+2,088% +$22.4K ﹤0.01% 712
2022
Q2 		$1K Buy
+8
New +$1.1K ﹤0.01% 974

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Analysts LLC's IWY Position: Q2 2026 in Review

Capital Analysts LLC reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 4% in Q2 2026, selling an estimated $25.4K and leaving 2,152 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #458.

Capital Analysts LLC first reported a position in IWY in Q2 2022 and has held it in 17 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Capital Analysts LLC held 2,152 shares of iShares Russell Top 200 Growth ETF worth $626K as of Q2 2026.
  • Capital Analysts LLC sold 90 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $25.4K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #458 holding.
  • Capital Analysts LLC first reported a position in iShares Russell Top 200 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.