Elevated Capital Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Elevated Capital 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	$68.3K	Hold	235	–	–	0.02%	314
2026 Q1	$58.5K	Hold	235	–	–	0.01%	333
2025 Q4	$65.1K	Buy	+235	New	+$65.1K	0.02%	330
2024 Q4	–	Sell	-4,181	Closed	-$920K	–	268
2024 Q3	$920K	Sell	4,181 -7,991	-66%	-$1.7M	0.24%	117
2024 Q2	$2.61M	Buy	12,172 +139	+1%	+$27.7K	0.73%	37
2024 Q1	$2.35M	Buy	12,033 +10,502	+686%	+$1.96M	0.67%	48
2023 Q4	$268K	Sell	1,531 -22	-1%	-$3.61K	0.08%	164
2023 Q3	$239K	Buy	1,553 +73	+5%	+$11.6K	0.08%	159
2023 Q2	$235K	Sell	1,480 -942	-39%	-$137K	0.08%	168
2023 Q1	$336K	Buy	2,422 +33	+1%	+$4.28K	0.12%	146
2022 Q4	$288K	Buy	+2,389	New	+$297K	0.11%	143

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Elevated Capital Advisors's IWY Position: Q2 2026 in Review

Elevated Capital Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 235 shares worth $68.3K. The position accounts for 0.02% of the portfolio, ranked #314.

Elevated Capital Advisors first reported a position in IWY in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.61M in Q2 2024. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Elevated Capital Advisors held 235 shares of iShares Russell Top 200 Growth ETF worth $68.3K as of Q2 2026.
Elevated Capital Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of Elevated Capital Advisors's portfolio in Q2 2026, its #314 holding.
Elevated Capital Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 11 quarters since.
Elevated Capital Advisors's iShares Russell Top 200 Growth ETF position peaked at $2.61M in Q2 2024.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.