Optivise Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Optivise Advisory Services’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	$1.02M	Buy	3,515 +178	+5%	+$50.3K	0.52%	51
2026 Q1	$830K	Hold	3,337	–	–	0.5%	54
2025 Q4	$924K	Buy	3,337 +2	+0.1%	+$554	0.53%	54
2025 Q3	$913K	Sell	3,335 -5,043	-60%	-$1.3M	0.54%	49
2025 Q2	$2.07M	Buy	8,378 +2	+0%	+$445	1.06%	20
2025 Q1	$1.77M	Sell	8,376 -66	-0.8%	-$15.2K	0.99%	17
2024 Q4	$1.99M	Sell	8,442 -574	-6%	-$132K	1.07%	20
2024 Q3	$1.98M	Sell	9,016 -8,057	-47%	-$1.71M	1.04%	20
2024 Q2	$3.66M	Buy	+17,073	New	+$3.4M	1.98%	9

Other funds holding IWY

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Optivise Advisory Services's IWY Position: Q2 2026 in Review

Optivise Advisory Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 5.3% in Q2 2026, buying an estimated $50.3K and bringing the position to 3,515 shares worth $1.02M. The position accounts for 0.52% of the portfolio, ranked #51.

Optivise Advisory Services first reported a position in IWY in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.66M in Q2 2024. 226 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Optivise Advisory Services held 3,515 shares of iShares Russell Top 200 Growth ETF worth $1.02M as of Q2 2026.
Optivise Advisory Services bought 178 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $50.3K.
iShares Russell Top 200 Growth ETF made up 0.52% of Optivise Advisory Services's portfolio in Q2 2026, its #51 holding.
Optivise Advisory Services first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's iShares Russell Top 200 Growth ETF position peaked at $3.66M in Q2 2024.
226 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.