CAPTRUST Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

CAPTRUST Financial Advisors’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	$2.37M	Buy	8,142 +833	+11%	+$235K	﹤0.01%	1214
2026 Q1	$1.82M	Buy	7,309 +997	+16%	+$264K	﹤0.01%	1270
2025 Q4	$1.75M	Sell	6,312 -19,016	-75%	-$5.27M	﹤0.01%	1159
2025 Q3	$6.93M	Sell	25,328 -160	-0.6%	-$41.4K	0.01%	554
2025 Q2	$6.28M	Buy	25,488 +26	+0.1%	+$5.79K	0.01%	558
2025 Q1	$5.37M	Sell	25,462 -5,987	-19%	-$1.38M	0.01%	567
2024 Q4	$7.4M	Buy	31,449 +25,820	+459%	+$5.93M	0.02%	443
2024 Q3	$1.24M	Buy	5,629 +10	+0.2%	+$2.13K	﹤0.01%	1067
2024 Q2	$1.21M	Sell	5,619 -10,525	-65%	-$2.1M	﹤0.01%	1048
2024 Q1	$3.15M	Sell	16,144 -18,369	-53%	-$3.43M	0.01%	639
2023 Q4	$6.05M	Buy	34,513 +12,642	+58%	+$2.07M	0.02%	492
2023 Q3	$3.36M	Buy	21,871 +6,211	+40%	+$991K	0.01%	663
2023 Q2	$2.48M	Buy	15,660 +10,911	+230%	+$1.59M	0.01%	743
2023 Q1	$660K	Buy	4,749 +35	+0.7%	+$4.54K	﹤0.01%	1261
2022 Q4	$568K	Buy	4,714 +433	+10%	+$53.8K	﹤0.01%	1271
2022 Q3	$512K	Sell	4,281 -2,285	-35%	-$307K	﹤0.01%	1235
2022 Q2	$822K	Sell	6,566 -276,130	-98%	-$37.9M	0.01%	931
2022 Q1	$44.9M	Buy	282,696 +282,068	+44,915%	+$44M	0.29%	85
2021 Q4	$109K	Buy	628 +539	+606%	+$89.8K	﹤0.01%	2105
2021 Q3	$14K	Hold	89	–	–	﹤0.01%	3398
2021 Q2	$13K	Sell	89 -18	-17%	-$2.58K	﹤0.01%	3381
2021 Q1	$14K	Buy	107 +18	+20%	+$2.41K	﹤0.01%	3238
2020 Q4	$12K	Sell	89 -506	-85%	-$63.8K	﹤0.01%	2483
2020 Q3	$73K	Buy	595 +506	+569%	+$59.6K	﹤0.01%	1490
2020 Q2	$10K	Buy	+89	New	+$8.72K	﹤0.01%	2181
2019 Q4	–	Sell	-89	Closed	-$8K	–	1404
2019 Q3	$8K	Sell	89 -700	-89%	-$61K	﹤0.01%	1569
2019 Q2	$68K	Hold	789	–	–	﹤0.01%	879
2019 Q1	$65K	Hold	789	–	–	﹤0.01%	842
2018 Q4	$57K	Hold	789	–	–	﹤0.01%	746
2018 Q3	$68K	Hold	789	–	–	﹤0.01%	692
2018 Q2	$62K	Hold	789	–	–	﹤0.01%	624
2018 Q1	$57K	Hold	789	–	–	﹤0.01%	577
2017 Q4	$58K	Hold	789	–	–	﹤0.01%	566
2017 Q3	$59K	Buy	789 +700	+787%	+$46.6K	﹤0.01%	278
2017 Q2	$6K	Buy	+89	New	+$5.66K	﹤0.01%	236
2017 Q1	–	Sell	-39	Closed	-$2K	–	139
2016 Q4	$2K	Buy	+39	New	+$2.17K	﹤0.01%	182
2016 Q2	–	Sell	-89	Closed	-$5K	–	144
2016 Q1	$5K	Hold	89	–	–	﹤0.01%	200
2015 Q4	$5K	Hold	89	–	–	﹤0.01%	197
2015 Q3	$4K	Buy	89 +50	+128%	+$2.6K	﹤0.01%	179
2015 Q2	$2K	Hold	39	–	–	﹤0.01%	162
2015 Q1	$2.02K	Buy	+39	New	+$2.01K	﹤0.01%	173

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

CAPTRUST Financial Advisors's IWY Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 11% in Q2 2026, buying an estimated $235K and bringing the position to 8,142 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

CAPTRUST Financial Advisors first reported a position in IWY in Q1 2015 and has held it in 41 quarters since. The position peaked at $44.9M in Q1 2022. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

CAPTRUST Financial Advisors held 8,142 shares of iShares Russell Top 200 Growth ETF worth $2.37M as of Q2 2026.
CAPTRUST Financial Advisors bought 833 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $235K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1214 holding.
CAPTRUST Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2015 and has held it in 41 quarters since.
CAPTRUST Financial Advisors's iShares Russell Top 200 Growth ETF position peaked at $44.9M in Q1 2022.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.