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

LexAurum 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 		$451K Sell
1,551
-17
-1% -$4.8K 0.05% 264
2026
Q1 		$390K Buy
+1,568
New +$415K 0.05% 275
2025
Q3 		$425K Buy
1,554
+1
+0.1% +$259 0.06% 231
2025
Q2 		$383K Sell
1,553
-55
-3% -$12.2K 0.06% 233
2025
Q1 		$339K Buy
1,608
+1
+0.1% +$230 0.07% 248
2024
Q4 		$378K Sell
1,607
-323
-17% -$74.2K 0.07% 227
2024
Q3 		$425K Sell
1,930
-483
-20% -$103K 0.09% 191
2024
Q2 		$518K Sell
2,413
-81
-3% -$16.1K 0.13% 154
2024
Q1 		$487K Buy
2,494
+20
+0.8% +$3.74K 0.12% 152
2023
Q4 		$434K Sell
2,474
-39
-2% -$6.4K 0.11% 168
2023
Q3 		$387K Buy
2,513
+320
+15% +$51K 0.11% 174
2023
Q2 		$348K Sell
2,193
-246
-10% -$35.9K 0.1% 174
2023
Q1 		$339K Buy
2,439
+140
+6% +$18.2K 0.11% 168
2022
Q4 		$277K Sell
2,299
-119
-5% -$14.8K 0.1% 194
2022
Q3 		$289K Buy
2,418
+114
+5% +$15.3K 0.11% 178
2022
Q2 		$289K Buy
2,304
+224
+11% +$30.7K 0.11% 180
2022
Q1 		$330K Buy
+2,080
New +$324K 0.11% 174

Other funds holding IWY

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 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 $504M AUM 21.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return