CoreCap Advisors
IWY icon

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
Q3 		$885K Buy
3,002
+682
+29% +$195K 0.03% 408
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 – 2114
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
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

CoreCap Advisors's IWY Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 29% in Q3 2026, buying an estimated $195K and bringing the position to 3,002 shares worth $885K. The position accounts for 0.03% of the portfolio, ranked #408.

CoreCap Advisors first reported a position in IWY in Q4 2021 and has held it in 13 quarters since. 179 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • CoreCap Advisors held 3,002 shares of iShares Russell Top 200 Growth ETF worth $885K as of Q3 2026.
  • CoreCap Advisors bought 682 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $195K.
  • iShares Russell Top 200 Growth ETF made up 0.03% of CoreCap Advisors's portfolio in Q3 2026, its #408 holding.
  • CoreCap Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.