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IWY icon

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

Forte Capital’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
Q2 		$837K Sell
3,394
-65
-2% -$14.5K 0.09% 132
2025
Q1 		$730K Sell
3,459
-355
-9% -$81.7K 0.09% 140
2024
Q4 		$897K Buy
3,814
+120
+3% +$27.6K 0.1% 120
2024
Q3 		$813K Buy
3,694
+1,179
+47% +$251K 0.09% 131
2024
Q2 		$540K Sell
2,515
-190
-7% -$37.9K 0.07% 151
2024
Q1 		$528K Hold
2,705
– – 0.07% 155
2023
Q4 		$474K Sell
2,705
-5
-0.2% -$821 0.06% 150
2023
Q3 		$417K Buy
2,710
+140
+5% +$22.3K 0.06% 147
2023
Q2 		$407K Buy
2,570
+95
+4% +$13.9K 0.06% 153
2023
Q1 		$344K Hold
2,475
– – 0.05% 160
2022
Q4 		$298K Hold
2,475
– – 0.05% 167
2022
Q3 		$296K Buy
2,475
+155
+7% +$20.8K 0.05% 159
2022
Q2 		$291K Buy
2,320
+594
+34% +$81.5K 0.05% 161
2022
Q1 		$299K Hold
1,726
– – 0.04% 187
2021
Q4 		$299K Buy
+1,726
New +$288K 0.04% 187

Other funds holding IWY

TIAA Trust, National Association
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Envestnet Portfolio Solutions
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Ameriprise
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $71.6B AUM 21.08% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return