NWMG
IWY icon

National Wealth Management Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

National Wealth Management Group’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 		$533K Sell
1,834
-13
-0.7% -$3.67K 0.16% 116
2026
Q1 		$460K Sell
1,847
-23
-1% -$6.09K 0.17% 123
2025
Q4 		$518K Sell
1,870
-87
-4% -$24.1K 0.18% 124
2025
Q3 		$536K Sell
1,957
-29
-1% -$7.5K 0.2% 115
2025
Q2 		$489K Sell
1,986
-11
-0.6% -$2.45K 0.27% 86
2025
Q1 		$421K Buy
1,997
+116
+6% +$26.7K 0.28% 89
2024
Q4 		$443K Sell
1,881
-597
-24% -$137K 0.29% 78
2024
Q3 		$545K Sell
2,478
-586
-19% -$125K 0.37% 66
2024
Q2 		$657K Buy
3,064
+955
+45% +$190K 0.5% 49
2024
Q1 		$412K Buy
2,109
+426
+25% +$79.6K 0.32% 81
2023
Q4 		$295K Sell
1,683
-11
-0.6% -$1.8K 0.29% 104
2023
Q3 		$261K Sell
1,694
-83
-5% -$13.2K 0.28% 105
2023
Q2 		$281K Sell
1,777
-105
-6% -$15.3K 0.29% 96
2023
Q1 		$268K Sell
1,882
-92
-5% -$11.9K 0.31% 105
2022
Q4 		$238K Sell
1,974
-504
-20% -$62.6K 0.29% 115
2022
Q3 		$296K Sell
2,478
-217
-8% -$29.1K 0.39% 91
2022
Q2 		$338K Sell
2,695
-582
-18% -$79.9K 0.43% 67
2022
Q1 		$521K Sell
3,277
-5,148
-61% -$803K 0.5% 57
2021
Q4 		$1.46M Buy
+8,425
New +$1.4M 1.37% 20

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
RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 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
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PWCM
Processus Wealth & Capital Management Brentwood, Tennessee $171M AUM 42.46% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return