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

Kovack 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	$5.49M	Sell	18,877 -18,989	-50%	-$5.36M	0.26%	76
2026 Q1	$9.43M	Buy	37,866 +18,686	+97%	+$4.95M	0.5%	38
2025 Q4	$5.31M	Buy	+19,180	New	+$5.31M	0.25%	80
2025 Q2	–	Sell	-51,027	Closed	-$10.8M	–	637
2025 Q1	$10.8M	Buy	51,027 +92	+0.2%	+$21.2K	1.14%	13
2024 Q4	$12M	Sell	50,935 -3,504	-6%	-$804K	1.18%	11
2024 Q3	$12M	Sell	54,439 -3,312	-6%	-$705K	1.27%	11
2024 Q2	$12.4M	Buy	+57,751	New	+$11.5M	1.36%	11
2022 Q2	–	Sell	-3,396	Closed	-$539K	–	684
2022 Q1	$539K	Buy	+3,396	New	+$529K	0.06%	369

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

Kovack Advisors's IWY Position: Q2 2026 in Review

Kovack Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 50% in Q2 2026, selling an estimated $5.36M and leaving 18,877 shares worth $5.49M. The position accounts for 0.26% of the portfolio, ranked #76.

Kovack Advisors first reported a position in IWY in Q1 2022 and has held it in 8 quarters since. The position peaked at $12.4M in Q2 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Kovack Advisors held 18,877 shares of iShares Russell Top 200 Growth ETF worth $5.49M as of Q2 2026.
Kovack Advisors sold 18,989 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $5.36M.
iShares Russell Top 200 Growth ETF made up 0.26% of Kovack Advisors's portfolio in Q2 2026, its #76 holding.
Kovack Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 8 quarters since.
Kovack Advisors's iShares Russell Top 200 Growth ETF position peaked at $12.4M in Q2 2024.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.