CWM
IWY icon

Cordatus Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cordatus Wealth Management’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 		– Sell
-799
Closed -$221K – 175
2025
Q4 		$221K Hold
799
– – 0.05% 155
2025
Q3 		$219K Buy
+799
New +$207K 0.05% 153

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
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

Cordatus Wealth Management's IWY Position: Q1 2026 in Review

Cordatus Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2026, closing a stake of 799 shares — an estimated $221K sold.

Cordatus Wealth Management first reported a position in IWY in Q3 2025 and held it in 2 quarters. The position peaked at $221K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Cordatus Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Cordatus Wealth Management sold 799 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $221K.
  • Cordatus Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and held it in 2 quarters.
  • Cordatus Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $221K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.