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

Fortis Capital 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	$3.34M	Sell	11,501 -2,944	-20%	-$831K	0.38%	46
2026 Q1	$3.59M	Buy	14,445 +1,214	+9%	+$322K	0.47%	37
2025 Q4	$3.66M	Sell	13,231 -609	-4%	-$169K	0.54%	31
2025 Q3	$3.79M	Sell	13,840 -381	-3%	-$98.6K	0.6%	28
2025 Q2	$3.51M	Buy	14,221 +6,004	+73%	+$1.34M	0.63%	28
2025 Q1	$1.73M	Buy	+8,217	New	+$1.89M	0.35%	39

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Fortis Capital Advisors's IWY Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 20% in Q2 2026, selling an estimated $831K and leaving 11,501 shares worth $3.34M. The position accounts for 0.38% of the portfolio, ranked #46.

Fortis Capital Advisors first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.79M in Q3 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Fortis Capital Advisors held 11,501 shares of iShares Russell Top 200 Growth ETF worth $3.34M as of Q2 2026.
Fortis Capital Advisors sold 2,944 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $831K.
iShares Russell Top 200 Growth ETF made up 0.38% of Fortis Capital Advisors's portfolio in Q2 2026, its #46 holding.
Fortis Capital Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Fortis Capital Advisors's iShares Russell Top 200 Growth ETF position peaked at $3.79M in Q3 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.