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J.W. Cole Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

J.W. Cole 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 		$2.03M Buy
+7,000
New +$1.98M 0.03% 494
2026
Q1 		– Sell
-7,134
Closed -$1.09M – 1131
2025
Q4 		$1.09M Sell
7,134
-283
-4% -$78.4K 0.03% 609
2025
Q3 		$2.03M Sell
7,417
-786
-10% -$203K 0.04% 443
2025
Q2 		$2.02M Buy
8,203
+3,338
+69% +$743K 0.04% 411
2025
Q1 		$1.03M Sell
4,865
-160
-3% -$36.8K 0.03% 530
2024
Q4 		$1.18M Sell
5,025
-63
-1% -$14.5K 0.05% 364
2024
Q3 		$1.12M Buy
5,088
+65
+1% +$13.8K 0.05% 366
2024
Q2 		$1.08M Sell
5,023
-65
-1% -$13K 0.05% 342
2024
Q1 		$993K Buy
5,088
+77
+2% +$14.4K 0.05% 345
2023
Q4 		$878K Buy
5,011
+13
+0.3% +$2.13K 0.05% 326
2023
Q3 		$769K Hold
4,998
– – 0.06% 302
2023
Q2 		$792K Sell
4,998
-117
-2% -$17.1K 0.06% 314
2023
Q1 		$711K Buy
5,115
+7
+0.1% +$909 0.05% 362
2022
Q4 		$616K Buy
5,108
+128
+3% +$15.9K 0.05% 362
2022
Q3 		$595K Buy
4,980
+8
+0.2% +$1.07K 0.05% 353
2022
Q2 		$623K Buy
4,972
+139
+3% +$19.1K 0.05% 352
2022
Q1 		$768K Buy
4,833
+233
+5% +$36.3K 0.05% 340
2021
Q4 		$797K Buy
+4,600
New +$766K 0.05% 345
2021
Q3 		– Sell
-1,823
Closed -$275K – 621
2021
Q2 		$275K Sell
1,823
-207
-10% -$29.6K 0.02% 607
2021
Q1 		$273K Buy
2,030
+232
+13% +$31.1K 0.03% 542
2020
Q4 		$239K Sell
1,798
-134
-7% -$16.9K 0.02% 547
2020
Q3 		$234K Buy
+1,932
New +$228K 0.02% 627

Other funds holding IWY

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

J.W. Cole Advisors's IWY Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 7,000 shares worth $2.03M. The stake represents 0.03% of the portfolio and ranks #494 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IWY as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IWY in Q3 2020 and has held it in 22 quarters since. 209 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • J.W. Cole Advisors held 7,000 shares of iShares Russell Top 200 Growth ETF worth $2.03M as of Q2 2026.
  • iShares Russell Top 200 Growth ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #494 holding.
  • J.W. Cole Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and has held it in 22 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.