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

Mutual 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 Q1	$2.16M	Sell	8,691 -513	-6%	-$136K	0.05%	362
2025 Q4	$2.55M	Buy	9,204 +378	+4%	+$105K	0.05%	307
2025 Q3	$2.44M	Buy	8,826 +126	+1%	+$32.6K	0.05%	314
2025 Q2	$2.22M	Buy	8,700 +131	+2%	+$29.2K	0.06%	290
2025 Q1	$1.82M	Sell	8,569 -1,006	-11%	-$231K	0.05%	302
2024 Q4	$2.24M	Buy	9,575 +503	+6%	+$115K	0.06%	255
2024 Q3	$2.02M	Buy	+9,072	New	+$1.93M	0.06%	275
2020 Q2	–	Sell	-21,412	Closed	-$1.8M	–	664
2020 Q1	$1.8M	Buy	21,412 +18,120	+550%	+$1.72M	0.24%	102
2019 Q4	$318K	Sell	3,292 -164	-5%	-$15K	0.03%	444
2019 Q3	$301K	Buy	3,456 +219	+7%	+$19.1K	0.04%	418
2019 Q2	$278K	Sell	3,237 -21,426	-87%	-$1.8M	0.04%	459
2019 Q1	$2.03M	Buy	24,663 +21,841	+774%	+$1.71M	0.3%	76
2018 Q4	$202K	Buy	+2,822	New	+$218K	0.04%	402

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

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

Mutual Advisors's IWY Position: Q1 2026 in Review

Mutual Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 5.6% in Q1 2026, selling an estimated $136K and leaving 8,691 shares worth $2.16M. The position accounts for 0.05% of the portfolio, ranked #362.

Mutual Advisors first reported a position in IWY in Q4 2018 and has held it in 13 quarters since. The position peaked at $2.55M in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Mutual Advisors held 8,691 shares of iShares Russell Top 200 Growth ETF worth $2.16M as of Q1 2026.
Mutual Advisors sold 513 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $136K.
iShares Russell Top 200 Growth ETF made up 0.05% of Mutual Advisors's portfolio in Q1 2026, its #362 holding.
Mutual Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2018 and has held it in 13 quarters since.
Mutual Advisors's iShares Russell Top 200 Growth ETF position peaked at $2.55M in Q4 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.