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Proficio Capital Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Proficio Capital Partners’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 		$389K Sell
1,525
-117,161
-99% -$31M 0.02% 187
2025
Q4 		$32.9M Buy
+118,686
New +$32.9M 2.31% 10
2025
Q3 		– Sell
-150,033
Closed -$37M – 328
2025
Q2 		$37M Buy
+150,033
New +$33.4M 2.3% 8
2023
Q3 		– Sell
-143,783
Closed -$22.8M – 309
2023
Q2 		$22.8M Buy
+143,783
New +$21M 3.1% 7
2021
Q4 		– Sell
-82,478
Closed -$12.6M – 308
2021
Q3 		$12.6M Buy
+82,478
New +$13M 1.66% 16
2020
Q2 		– Sell
-35,470
Closed -$3.33M – 180
2020
Q1 		$3.33M Buy
+35,470
New +$3.38M 0.84% 26
2019
Q4 		– Sell
-99,660
Closed -$8.68M – 136
2019
Q3 		$8.68M Buy
+99,660
New +$8.69M 3.23% 9

Other funds holding IWY

TCIIS
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return