Prime Capital Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Prime Capital Investment 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	$15M	Buy	51,573 +443	+0.9%	+$125K	0.15%	120
2026 Q1	$12.7M	Buy	51,130 +2,918	+6%	+$773K	0.15%	122
2025 Q4	$13.4M	Buy	48,212 +1,344	+3%	+$372K	0.16%	105
2025 Q3	$12.8M	Sell	46,868 -62	-0.1%	-$16K	0.16%	107
2025 Q2	$11.6M	Sell	46,930 -2,399	-5%	-$534K	0.15%	110
2025 Q1	$10.4M	Buy	49,329 +10,884	+28%	+$2.5M	0.12%	139
2024 Q4	$9.04M	Buy	38,445 +3,727	+11%	+$856K	0.13%	125
2024 Q3	$7.64M	Sell	34,718 -727	-2%	-$155K	0.11%	141
2024 Q2	$7.6M	Sell	35,445 -1,775	-5%	-$354K	0.11%	137
2024 Q1	$7.26M	Buy	37,220 +578	+2%	+$108K	0.1%	156
2023 Q4	$6.42M	Buy	36,642 +244	+0.7%	+$40K	0.1%	173
2023 Q3	$5.6M	Buy	+36,398	New	+$5.81M	0.11%	140
2022 Q2	–	Sell	-1,400	Closed	-$243K	–	413
2022 Q1	$243K	Hold	1,400	–	–	0.01%	320
2021 Q4	$243K	Buy	+1,400	New	+$233K	0.01%	320

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Prime Capital Investment Advisors's IWY Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.87% in Q2 2026, buying an estimated $125K and bringing the position to 51,573 shares worth $15M. The position accounts for 0.15% of the portfolio, ranked #120.

Prime Capital Investment Advisors first reported a position in IWY in Q4 2021 and has held it in 14 quarters since. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Prime Capital Investment Advisors held 51,573 shares of iShares Russell Top 200 Growth ETF worth $15M as of Q2 2026.
Prime Capital Investment Advisors bought 443 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $125K.
iShares Russell Top 200 Growth ETF made up 0.15% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #120 holding.
Prime Capital Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 14 quarters since.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.