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IWY icon

D.A. Davidson & Co’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

D.A. Davidson & Co’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 		$305K Buy
1,225
+20
+2% +$5.3K ﹤0.01% 1343
2025
Q4 		$334K Sell
1,205
-289
-19% -$80.1K ﹤0.01% 1278
2025
Q3 		$409K Hold
1,494
– – ﹤0.01% 1203
2025
Q2 		$368K Buy
1,494
+414
+38% +$92.2K ﹤0.01% 1167
2025
Q1 		$228K Hold
1,080
– – ﹤0.01% 1283
2024
Q4 		$254K Buy
+1,080
New +$248K ﹤0.01% 1255
2019
Q1 		– Sell
-66,798
Closed -$4.79M – 1152
2018
Q4 		$4.79M Buy
+66,798
New +$5.17M 0.09% 175
2015
Q2 		– Sell
-887
Closed -$45K – 2246
2015
Q1 		$45K Buy
887
+137
+18% +$7.05K ﹤0.01% 1462
2014
Q4 		$37K Buy
+750
New +$37.1K ﹤0.01% 1530

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return