Processus Wealth & Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Processus Wealth & Capital Management’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	$9M	Sell	30,982 -920	-3%	-$260K	5.28%	5
2026 Q1	$7.94M	Buy	31,902 +140	+0.4%	+$37.1K	5.39%	3
2025 Q4	$8.8M	Buy	31,762 +958	+3%	+$265K	5.8%	3
2025 Q3	$8.43M	Sell	30,804 -335	-1%	-$86.7K	6.04%	3
2025 Q2	$7.68M	Sell	31,139 -1,198	-4%	-$267K	6.06%	4
2025 Q1	$6.82M	Buy	32,337 +465	+1%	+$107K	5.81%	3
2024 Q4	$7.5M	Sell	31,872 -239	-0.7%	-$54.9K	5.98%	4
2024 Q3	$7.07M	Sell	32,111 -1,653	-5%	-$352K	5.82%	3
2024 Q2	$7.24M	Sell	33,764 -359	-1%	-$71.5K	6%	3
2024 Q1	$6.66M	Buy	34,123 +1,094	+3%	+$205K	5.9%	3
2023 Q4	$5.79M	Buy	+33,029	New	+$5.42M	5.78%	3

Other funds holding IWY

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return