Independent Advisor Alliance’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Independent Advisor Alliance’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	$18.4M	Buy	73,747 +64,271	+678%	+$17M	0.2%	105
2025 Q4	$2.62M	Buy	9,476 +329	+4%	+$91.2K	0.06%	249
2025 Q3	$2.5M	Buy	9,147 +53	+0.6%	+$13.7K	0.07%	247
2025 Q2	$2.24M	Buy	9,094 +199	+2%	+$44.3K	0.06%	255
2025 Q1	$1.88M	Sell	8,895 -20,491	-70%	-$4.71M	0.06%	264
2024 Q4	$6.91M	Buy	29,386 +19,954	+212%	+$4.58M	0.09%	212
2024 Q3	$2.08M	Buy	9,432 +464	+5%	+$98.7K	0.08%	217
2024 Q2	$1.92M	Buy	+8,968	New	+$1.79M	0.07%	227
2020 Q1	–	Sell	-49,701	Closed	-$4.8M	–	646
2019 Q4	$4.8M	Buy	+49,701	New	+$4.54M	0.21%	111

Other funds holding IWY

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 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return