Capital Asset Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Capital Asset Advisory Services’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	$8.06M	Buy	29,063 +745	+3%	+$197K	0.31%	44
2025 Q4	$7.85M	Buy	28,318 +6,929	+32%	+$1.92M	0.32%	44
2025 Q3	$5.85M	Buy	21,389 +114	+0.5%	+$29.5K	0.25%	52
2025 Q2	$5.19M	Sell	21,275 -10,769	-34%	-$2.4M	0.24%	52
2025 Q1	$6.87M	Sell	32,044 -1,116	-3%	-$257K	0.35%	43
2024 Q4	$7.89M	Sell	33,160 -788	-2%	-$181K	0.39%	42
2024 Q3	$7.49M	Buy	+33,948	New	+$7.22M	0.37%	42

Other funds holding IWY

TCIIS

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

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

Capital Asset Advisory Services's IWY Position: Q1 2026 in Review

Capital Asset Advisory Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.6% in Q1 2026, buying an estimated $197K and bringing the position to 29,063 shares worth $8.06M. The position accounts for 0.31% of the portfolio, ranked #44.

Capital Asset Advisory Services first reported a position in IWY in Q3 2024 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Capital Asset Advisory Services held 29,063 shares of iShares Russell Top 200 Growth ETF worth $8.06M as of Q1 2026.
Capital Asset Advisory Services bought 745 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $197K.
iShares Russell Top 200 Growth ETF made up 0.31% of Capital Asset Advisory Services's portfolio in Q1 2026, its #44 holding.
Capital Asset Advisory Services first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 7 quarters since.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.