Certified Advisory Corp’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Certified Advisory Corp’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	$19.1M	Buy	65,757 +348	+0.5%	+$98.3K	1.54%	15
2026 Q1	$16.3M	Buy	65,409 +4,954	+8%	+$1.31M	1.46%	18
2025 Q4	$16.7M	Buy	60,455 +673	+1%	+$186K	1.53%	14
2025 Q3	$16.4M	Buy	59,782 +1,421	+2%	+$368K	1.55%	12
2025 Q2	$14.4M	Buy	58,361 +4,262	+8%	+$949K	1.5%	14
2025 Q1	$11.4M	Buy	54,099 +2,092	+4%	+$481K	1.29%	17
2024 Q4	$12.2M	Buy	52,007 +1,349	+3%	+$310K	1.33%	17
2024 Q3	$11.1M	Buy	50,658 +3,299	+7%	+$702K	1.24%	19
2024 Q2	$10.2M	Buy	47,359 +6,930	+17%	+$1.38M	1.27%	17
2024 Q1	$7.89M	Buy	40,429 +10,149	+34%	+$1.9M	1.1%	21
2023 Q4	$5.31M	Buy	30,280 +1,818	+6%	+$298K	0.8%	31
2023 Q3	$4.38M	Buy	28,462 +1,247	+5%	+$199K	0.81%	35
2023 Q2	$4.32M	Buy	27,215 +3,858	+17%	+$563K	0.79%	35
2023 Q1	$3.24M	Sell	23,357 -457	-2%	-$59.3K	0.58%	49
2022 Q4	$2.87M	Buy	23,814 +13,462	+130%	+$1.67M	0.57%	48
2022 Q3	$1.24M	Buy	10,352 +799	+8%	+$107K	0.28%	92
2022 Q2	$1.2M	Buy	9,553 +5,326	+126%	+$731K	0.27%	93
2022 Q1	$671K	Buy	4,227 +2,169	+105%	+$338K	0.14%	138
2021 Q4	$357K	Buy	2,058 +350	+20%	+$58.3K	0.08%	178
2021 Q3	$261K	Buy	+1,708	New	+$269K	0.06%	185
2021 Q2	–	Sell	-412	Closed	-$55K	–	474
2021 Q1	$55K	Buy	+412	New	+$55.2K	0.01%	335

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

Certified Advisory Corp's IWY Position: Q2 2026 in Review

Certified Advisory Corp increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.53% in Q2 2026, buying an estimated $98.3K and bringing the position to 65,757 shares worth $19.1M. The position accounts for 1.54% of the portfolio, ranked #15.

Certified Advisory Corp first reported a position in IWY in Q1 2021 and has held it in 21 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Certified Advisory Corp held 65,757 shares of iShares Russell Top 200 Growth ETF worth $19.1M as of Q2 2026.
Certified Advisory Corp bought 348 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $98.3K.
iShares Russell Top 200 Growth ETF made up 1.54% of Certified Advisory Corp's portfolio in Q2 2026, its #15 holding.
Certified Advisory Corp first reported a position in iShares Russell Top 200 Growth ETF in Q1 2021 and has held it in 21 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.