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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 – 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

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

CoreCap Advisors's IWY Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 6.8% in Q2 2026, buying an estimated $41.5K and bringing the position to 2,320 shares worth $674K. The position accounts for 0.02% of the portfolio, ranked #477.

CoreCap Advisors first reported a position in IWY in Q4 2021 and has held it in 12 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • CoreCap Advisors held 2,320 shares of iShares Russell Top 200 Growth ETF worth $674K as of Q2 2026.
  • CoreCap Advisors bought 147 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $41.5K.
  • iShares Russell Top 200 Growth ETF made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #477 holding.
  • CoreCap Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 12 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.