Elevation Capital Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Elevation Capital Advisory’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	$14.4M	Buy	49,647 +33,667	+211%	+$9.51M	5.57%	1
2026 Q1	$3.98M	Sell	15,980 -15,075	-49%	-$3.99M	1.69%	25
2025 Q4	$8.6M	Sell	31,055 -20,948	-40%	-$5.8M	3.51%	7
2025 Q3	$14.2M	Buy	52,003 +33,428	+180%	+$8.65M	5.68%	2
2025 Q2	$4.58M	Buy	18,575 +2,330	+14%	+$519K	1.84%	20
2025 Q1	$3.43M	Sell	16,245 -18,708	-54%	-$4.3M	1.49%	24
2024 Q4	$8.22M	Sell	34,953 -15,299	-30%	-$3.51M	3.52%	10
2024 Q3	$11.1M	Sell	50,252 -5,290	-10%	-$1.13M	4.88%	3
2024 Q2	$11.9M	Buy	+55,542	New	+$11.1M	5.44%	3
2021 Q2	$309K	Buy	+2,044	New	+$293K	0.17%	18

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

Elevation Capital Advisory's IWY Position: Q2 2026 in Review

Elevation Capital Advisory increased its iShares Russell Top 200 Growth ETF (IWY) stake by 211% in Q2 2026, buying an estimated $9.51M and bringing the position to 49,647 shares worth $14.4M. The position accounts for 5.57% of the portfolio, ranked #1.

Elevation Capital Advisory first reported a position in IWY in Q2 2021 and has held it in 10 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Elevation Capital Advisory held 49,647 shares of iShares Russell Top 200 Growth ETF worth $14.4M as of Q2 2026.
Elevation Capital Advisory bought 33,667 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $9.51M.
iShares Russell Top 200 Growth ETF made up 5.57% of Elevation Capital Advisory's portfolio in Q2 2026, its #1 holding.
Elevation Capital Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and has held it in 10 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.