Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cetera Investment Advisers’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 		$111M Buy
382,891
+9,052
+2% +$2.56M 0.1% 199
2026
Q1 		$93M Buy
373,839
+15,813
+4% +$4.19M 0.1% 196
2025
Q4 		$99.2M Sell
358,026
-59,081
-14% -$16.4M 0.11% 176
2025
Q3 		$114M Buy
417,107
+235,963
+130% +$61M 0.13% 137
2025
Q2 		$44.7M Buy
181,144
+12,932
+8% +$2.88M 0.08% 263
2025
Q1 		$35.5M Sell
168,212
-122,665
-42% -$28.2M 0.07% 295
2024
Q4 		$68.4M Buy
290,877
+120,382
+71% +$27.6M 0.14% 145
2024
Q3 		$37.5M Sell
170,495
-96,869
-36% -$20.6M 0.08% 242
2024
Q2 		$57.4M Buy
267,364
+12,384
+5% +$2.47M 0.13% 145
2024
Q1 		$49.7M Buy
254,980
+153,918
+152% +$28.8M 0.12% 164
2023
Q4 		$17.7M Buy
101,062
+47,456
+89% +$7.79M 0.14% 136
2023
Q3 		$8.25M Sell
53,606
-52,129
-49% -$8.31M 0.07% 263
2023
Q2 		$16.8M Buy
105,735
+5,396
+5% +$787K 0.14% 137
2023
Q1 		$13.9M Buy
100,339
+63,163
+170% +$8.2M 0.12% 150
2022
Q4 		$4.48M Buy
37,176
+7,967
+27% +$990K 0.04% 418
2022
Q3 		$3.49M Buy
29,209
+5,065
+21% +$680K 0.07% 300
2022
Q2 		$3.02M Buy
24,144
+7,376
+44% +$1.01M 0.05% 388
2022
Q1 		$2.66M Buy
16,768
+6,420
+62% +$1M 0.04% 463
2021
Q4 		$1.79M Sell
10,348
-368
-3% -$61.3K 0.03% 592
2021
Q3 		$1.64M Buy
10,716
+161
+2% +$25.4K 0.03% 589
2021
Q2 		$1.59M Sell
10,555
-3,587
-25% -$513K 0.03% 601
2021
Q1 		$1.9M Sell
14,142
-3,114
-18% -$417K 0.04% 434
2020
Q4 		$2.3M Buy
17,256
+1,102
+7% +$139K 0.05% 394
2020
Q3 		$1.96M Buy
16,154
+2,053
+15% +$242K 0.16% 153
2020
Q2 		$1.5M Buy
14,101
+8,469
+150% +$830K 0.14% 179
2020
Q1 		$474K Buy
+5,632
New +$536K 0.06% 314

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

Cetera Investment Advisers's IWY Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.4% in Q2 2026, buying an estimated $2.56M and bringing the position to 382,891 shares worth $111M. The position accounts for 0.1% of the portfolio, ranked #199.

Cetera Investment Advisers first reported a position in IWY in Q1 2020 and has held it in 26 quarters since. The position peaked at $114M in Q3 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Cetera Investment Advisers held 382,891 shares of iShares Russell Top 200 Growth ETF worth $111M as of Q2 2026.
  • Cetera Investment Advisers bought 9,052 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $2.56M.
  • iShares Russell Top 200 Growth ETF made up 0.1% of Cetera Investment Advisers's portfolio in Q2 2026, its #199 holding.
  • Cetera Investment Advisers first reported a position in iShares Russell Top 200 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Cetera Investment Advisers's iShares Russell Top 200 Growth ETF position peaked at $114M in Q3 2025.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.