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

CoreCap 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	$674K	Buy	2,320 +147	+7%	+$41.5K	0.02%	477
2026 Q1	$541K	Buy	2,173 +513	+31%	+$136K	0.02%	497
2025 Q4	$460K	Buy	1,660 +502	+43%	+$139K	0.02%	527
2025 Q3	$317K	Buy	1,158 +262	+29%	+$67.8K	0.01%	662
2025 Q2	$221K	Sell	896 -110	-11%	-$24.5K	0.01%	712
2025 Q1	$212K	Sell	1,006 -38	-4%	-$8.74K	0.01%	664
2024 Q4	$246K	Buy	1,044 +91	+10%	+$20.9K	0.01%	650
2024 Q3	$210K	Buy	+953	New	+$203K	0.01%	672
2024 Q2	–	Sell	-463	Closed	-$90.3K	–	2128
2024 Q1	$90.3K	Buy	+463	New	+$86.5K	﹤0.01%	873
2022 Q4	$55.8K	Buy	+463	New	+$57.5K	﹤0.01%	955
2022 Q3	–	Sell	-16	Closed	-$2K	–	1308
2022 Q2	$2K	Buy	+16	New	+$2.2K	﹤0.01%	1877
2022 Q1	–	Sell	-116	Closed	-$20K	–	1311
2021 Q4	$20K	Buy	+116	New	+$19.3K	﹤0.01%	1326

Other funds holding IWY

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Processus Wealth & Capital Management Brentwood, Tennessee $171M AUM 42.46% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return