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 Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Forte Capital's IWY Position: Q2 2025 in Review

Forte Capital reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.9% in Q2 2025, selling an estimated $14.5K and leaving 3,394 shares worth $837K. The position accounts for 0.09% of the portfolio, ranked #132.

Forte Capital first reported a position in IWY in Q4 2021 and has held it in 15 quarters since. The position peaked at $897K in Q4 2024. 573 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

Forte Capital held 3,394 shares of iShares Russell Top 200 Growth ETF worth $837K as of Q2 2025.
Forte Capital sold 65 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $14.5K.
iShares Russell Top 200 Growth ETF made up 0.09% of Forte Capital's portfolio in Q2 2025, its #132 holding.
Forte Capital first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 15 quarters since.
Forte Capital's iShares Russell Top 200 Growth ETF position peaked at $897K in Q4 2024.
573 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.