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Financial Advocates Investment Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		$381K Sell
1,394
-622
-31% -$161K 0.21% 80
2025
Q2 		$497K Sell
2,016
-979
-33% -$218K 0.04% 356
2025
Q1 		$632K Sell
2,995
-63,571
-96% -$14.6M 0.04% 378
2024
Q4 		$6.97M Buy
66,566
+64,803
+3,676% +$14.9M 0.4% 51
2024
Q3 		$342K Sell
1,763
-739
-30% -$157K 0.02% 566
2024
Q2 		$537K Sell
2,502
-6,138
-71% -$1.22M 0.03% 421
2024
Q1 		$1.8M Buy
8,640
+7,477
+643% +$1.4M 0.1% 200
2023
Q4 		$204K Sell
1,163
-4,617
-80% -$758K 0.01% 681
2023
Q3 		$815K Buy
5,780
+508
+10% +$81K 0.06% 308
2023
Q2 		$836K Sell
5,272
-351
-6% -$51.2K 0.06% 300
2023
Q1 		$781K Sell
5,623
-296
-5% -$38.4K 0.06% 332
2022
Q4 		$713K Buy
5,919
+1,642
+38% +$204K 0.05% 365
2022
Q3 		$506K Sell
4,277
-1,812
-30% -$243K 0.04% 412
2022
Q2 		$763K Buy
6,089
+199
+3% +$27.3K 0.06% 311
2022
Q1 		$936K Sell
5,890
-3,444
-37% -$537K 0.06% 308
2021
Q4 		$843K Buy
9,334
+4,252
+84% +$708K 0.05% 359
2021
Q3 		$776K Buy
5,082
+1,069
+27% +$169K 0.05% 377
2021
Q2 		$605K Buy
4,013
+130
+3% +$18.6K 0.04% 441
2021
Q1 		$522K Buy
3,883
+847
+28% +$114K 0.04% 474
2020
Q4 		$392K Sell
3,036
-1,075
-26% -$136K 0.03% 496
2020
Q3 		$499K Buy
4,111
+452
+12% +$53.2K 0.04% 379
2020
Q2 		$389K Sell
3,659
-173
-5% -$17K 0.04% 404
2020
Q1 		$323K Sell
3,832
-1,243
-24% -$118K 0.05% 345
2019
Q4 		$490K Buy
5,075
+119
+2% +$10.9K 0.05% 317
2019
Q3 		$431K Sell
4,956
-1,995
-29% -$174K 0.05% 318
2019
Q2 		$596K Buy
6,951
+150
+2% +$12.6K 0.07% 255
2019
Q1 		$559K Buy
6,801
+340
+5% +$26.6K 0.07% 251
2018
Q4 		$464K Sell
6,461
-1,058
-14% -$81.9K 0.06% 256
2018
Q3 		$642K Buy
7,519
+18
+0.2% +$1.49K 0.07% 245
2018
Q2 		$591K Sell
7,501
-103
-1% -$7.9K 0.07% 243
2018
Q1 		$561K Buy
7,604
+17
+0.2% +$1.3K 0.07% 239
2017
Q4 		$555K Buy
+7,587
New +$540K 0.08% 241

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Financial Advocates Investment Management's IWY Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 31% in Q3 2025, selling an estimated $161K and leaving 1,394 shares worth $381K. The position accounts for 0.21% of the portfolio, ranked #80.

Financial Advocates Investment Management first reported a position in IWY in Q4 2017 and has held it in 32 quarters since. The position peaked at $6.97M in Q4 2024. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

  • Financial Advocates Investment Management held 1,394 shares of iShares Russell Top 200 Growth ETF worth $381K as of Q3 2025.
  • Financial Advocates Investment Management sold 622 iShares Russell Top 200 Growth ETF shares in Q3 2025, an estimated $161K.
  • iShares Russell Top 200 Growth ETF made up 0.21% of Financial Advocates Investment Management's portfolio in Q3 2025, its #80 holding.
  • Financial Advocates Investment Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's iShares Russell Top 200 Growth ETF position peaked at $6.97M in Q4 2024.
  • 618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.