GenWealth Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

GenWealth Group’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	$743K	Sell	2,558 -497	-16%	-$140K	0.12%	48
2026 Q1	$760K	Sell	3,055 -13	-0.4%	-$3.44K	0.13%	44
2025 Q4	$851K	Sell	3,068 -185	-6%	-$51.3K	0.15%	46
2025 Q3	$890K	Sell	3,253 -74	-2%	-$19.1K	0.17%	44
2025 Q2	$820K	Hold	3,327	–	–	0.17%	44
2025 Q1	$702K	Sell	3,327 -13	-0.4%	-$2.99K	0.15%	42
2024 Q4	$786K	Sell	3,340 -67	-2%	-$15.4K	0.18%	43
2024 Q3	$750K	Sell	3,407 -14	-0.4%	-$2.98K	0.17%	44
2024 Q2	$734K	Sell	3,421 -62	-2%	-$12.4K	0.18%	44
2024 Q1	$680K	Hold	3,483	–	–	0.17%	44
2023 Q4	$610K	Hold	3,483	–	–	0.17%	49
2023 Q3	$536K	Hold	3,483	–	–	0.16%	47
2023 Q2	$552K	Hold	3,483	–	–	0.16%	50
2023 Q1	$484K	Sell	3,483 -524	-13%	-$68K	0.15%	50
2022 Q4	$483K	Sell	4,007 -515	-11%	-$64K	0.16%	51
2022 Q3	$540K	Sell	4,522 -278	-6%	-$37.3K	0.18%	36
2022 Q2	$601K	Hold	4,800	–	–	0.19%	33
2022 Q1	$763K	Hold	4,800	–	–	0.21%	37
2021 Q4	$832K	Hold	4,800	–	–	0.23%	37
2021 Q3	$733K	Sell	4,800 -389	-7%	-$61.4K	0.22%	34
2021 Q2	$781K	Hold	5,189	–	–	0.23%	32
2021 Q1	$698K	Sell	5,189 -780	-13%	-$105K	0.22%	35
2020 Q4	$794K	Hold	5,969	–	–	0.26%	33
2020 Q3	$731K	Hold	5,969	–	–	0.26%	35
2020 Q2	$646K	Hold	5,969	–	–	0.25%	37
2020 Q1	$502K	Hold	5,969	–	–	0.22%	31
2019 Q4	$576K	Hold	5,969	–	–	0.22%	45
2019 Q3	$519K	Hold	5,969	–	–	0.22%	44
2019 Q2	$519K	Hold	5,969	–	–	0.22%	43
2019 Q1	$496K	Hold	5,969	–	–	0.22%	39
2018 Q4	$428K	Hold	5,969	–	–	0.21%	36
2018 Q3	$510K	Sell	5,969 -3,566	-37%	-$295K	0.23%	35
2018 Q2	$742K	Hold	9,535	–	–	0.36%	29
2018 Q1	$703K	Hold	9,535	–	–	0.36%	27
2017 Q4	$746K	Buy	9,535 +2,584	+37%	+$184K	0.37%	30
2017 Q3	$471K	Buy	6,951 +3,566	+105%	+$237K	0.28%	31
2017 Q2	$218K	Buy	+3,385	New	+$215K	0.15%	50

Other funds holding IWY

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Processus Wealth & Capital Management Brentwood, Tennessee $171M AUM 42.46% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return