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

FSA 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 		$794K Buy
+3,189
New +$845K 0.52% 66
2025
Q4 		– Sell
-3,022
Closed -$827K – 230
2025
Q3 		$827K Buy
3,022
+55
+2% +$14.2K 0.65% 51
2025
Q2 		$731K Buy
2,967
+963
+48% +$214K 0.59% 60
2025
Q1 		$423K Sell
2,004
-118
-6% -$27.1K 0.34% 93
2024
Q4 		$499K Sell
2,122
-303
-12% -$69.6K 0.61% 61
2024
Q3 		$520K Buy
2,425
+301
+14% +$64K 0.52% 65
2024
Q2 		$414K Hold
2,124
– – 0.43% 71
2024
Q1 		$414K Sell
2,124
-40
-2% -$7.48K 0.44% 70
2023
Q4 		$379K Buy
+2,164
New +$355K 0.47% 65

Other funds holding IWY

TCIIS
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
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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return