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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
Q2 		$2.3M Sell
7,909
-738
-9% -$208K 0.06% 311
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 $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

Dana Investment Advisors's IWY Position: Q2 2026 in Review

Dana Investment Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 8.5% in Q2 2026, selling an estimated $208K and leaving 7,909 shares worth $2.3M. The position accounts for 0.06% of the portfolio, ranked #311.

Dana Investment Advisors first reported a position in IWY in Q3 2020 and has held it in 20 quarters since. The position peaked at $2.61M in Q3 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Dana Investment Advisors held 7,909 shares of iShares Russell Top 200 Growth ETF worth $2.3M as of Q2 2026.
  • Dana Investment Advisors sold 738 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $208K.
  • iShares Russell Top 200 Growth ETF made up 0.06% of Dana Investment Advisors's portfolio in Q2 2026, its #311 holding.
  • Dana Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and has held it in 20 quarters since.
  • Dana Investment Advisors's iShares Russell Top 200 Growth ETF position peaked at $2.61M in Q3 2025.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.