Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
DIA
Dana Investment Advisors’s
iShares Russell Top 200 Growth ETF
IWY
Stock Holding History
Dana Investment 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
Q1
$2.15M
Sell
8,647
-585
-6%
-$155K
0.06%
295
2025
Q4
$2.56M
Sell
9,232
-292
-3%
-$80.9K
0.07%
265
2025
Q3
$2.61M
Buy
9,524
+235
+3%
+$60.8K
0.08%
259
2025
Q2
$2.29M
Buy
9,289
+351
+4%
+$78.1K
0.08%
266
2025
Q1
$1.89M
Sell
8,938
-505
-5%
-$116K
0.07%
287
2024
Q4
$2.22M
Buy
9,443
+236
+3%
+$54.2K
0.07%
273
2024
Q3
$2.03M
Buy
9,207
+892
+11%
+$190K
0.07%
292
2024
Q2
$1.78M
Buy
8,315
+2,384
+40%
+$475K
0.06%
301
2024
Q1
$1.16M
Sell
5,931
-5,322
-47%
-$995K
0.04%
359
2023
Q4
$1.97M
Sell
11,253
-1,387
-11%
-$228K
0.1%
155
2023
Q3
$1.94M
Sell
12,640
-21
-0.2%
-$3.35K
0.1%
148
2023
Q2
$2.01M
Buy
12,661
+10,158
+406%
+$1.48M
0.1%
141
2023
Q1
$348K
Buy
+2,503
New
+$325K
0.02%
346
2022
Q2
–
Sell
-4,034
Closed
-$641K
–
430
2022
Q1
$641K
Sell
4,034
-2,952
-42%
-$460K
0.03%
250
2021
Q4
$1.21M
Buy
6,986
+1,421
+26%
+$237K
0.05%
206
2021
Q3
$850K
Buy
5,565
+1,258
+29%
+$198K
0.04%
212
2021
Q2
$649K
Buy
4,307
+996
+30%
+$143K
0.03%
233
2021
Q1
$445K
Buy
+3,311
New
+$444K
0.02%
258
2020
Q4
–
Sell
-3,265
Closed
-$396K
–
311
2020
Q3
$396K
Buy
+3,265
New
+$385K
0.02%
237
Other funds holding IWY
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close