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

Florida Financial 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 Q1	$3.27M	Buy	13,131 +208	+2%	+$55.1K	0.78%	27
2025 Q4	$3.58M	Sell	12,923 -515	-4%	-$143K	0.97%	19
2025 Q3	$3.68M	Sell	13,438 -1,865	-12%	-$482K	1.14%	18
2025 Q2	$3.77M	Sell	15,303 -1,213	-7%	-$270K	1.25%	16
2025 Q1	$3.48M	Sell	16,516 -1,330	-7%	-$306K	1.37%	16
2024 Q4	$4.2M	Buy	17,846 +924	+5%	+$212K	1.88%	12
2024 Q3	$3.72M	Buy	16,922 +388	+2%	+$82.6K	1.92%	12
2024 Q2	$3.55M	Sell	16,534 -2,022	-11%	-$403K	2.13%	12
2024 Q1	$3.62M	Buy	18,556 +268	+1%	+$50.1K	2.66%	10
2023 Q4	$3.2M	Buy	+18,288	New	+$3M	2.97%	10

Other funds holding IWY

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return