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

Fermata 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 		$387K Sell
1,333
-5
-0.4% -$1.41K 0.08% 175
2026
Q1 		$333K Hold
1,338
– – 0.08% 173
2025
Q4 		$371K Sell
1,338
-4
-0.3% -$1.11K 0.09% 158
2025
Q3 		$367K Sell
1,342
-1
-0.1% -$259 0.09% 150
2025
Q2 		$331K Sell
1,343
-296
-18% -$65.9K 0.09% 170
2025
Q1 		$346K Sell
1,639
-43
-3% -$9.89K 0.06% 205
2024
Q4 		$396K Buy
1,682
+1
+0.1% +$230 0.07% 168
2024
Q3 		$370K Hold
1,681
– – 0.08% 156
2024
Q2 		$361K Sell
1,681
-10
-0.6% -$1.99K 0.08% 146
2024
Q1 		$330K Sell
1,691
-125
-7% -$23.4K 0.07% 154
2023
Q4 		$318K Sell
1,816
-505
-22% -$82.9K 0.08% 125
2023
Q3 		$357K Buy
+2,321
New +$370K 0.1% 113
2023
Q1 		– Sell
-2,434
Closed -$293K – 118
2022
Q4 		$293K Sell
2,434
-434
-15% -$53.9K 0.09% 115
2022
Q3 		$343K Buy
2,868
+777
+37% +$104K 0.11% 111
2022
Q2 		$262K Sell
2,091
-11,164
-84% -$1.53M 0.09% 134
2022
Q1 		$2.11M Buy
13,255
+1,913
+17% +$298K 0.79% 37
2021
Q4 		$1.97M Buy
11,342
+5,780
+104% +$963K 0.72% 40
2021
Q3 		$849K Buy
+5,562
New +$878K 0.37% 50

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

Fermata Advisors's IWY Position: Q2 2026 in Review

Fermata Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.37% in Q2 2026, selling an estimated $1.41K and leaving 1,333 shares worth $387K. The position accounts for 0.08% of the portfolio, ranked #175.

Fermata Advisors first reported a position in IWY in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.11M in Q1 2022. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Fermata Advisors held 1,333 shares of iShares Russell Top 200 Growth ETF worth $387K as of Q2 2026.
  • Fermata Advisors sold 5 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.41K.
  • iShares Russell Top 200 Growth ETF made up 0.08% of Fermata Advisors's portfolio in Q2 2026, its #175 holding.
  • Fermata Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and has held it in 18 quarters since.
  • Fermata Advisors's iShares Russell Top 200 Growth ETF position peaked at $2.11M in Q1 2022.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.