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 Q2	$455K	Buy	1,565 +40	+3%	+$11.3K	0.02%	353
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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Proficio Capital Partners's IWY Position: Q2 2026 in Review

Proficio Capital Partners increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.6% in Q2 2026, buying an estimated $11.3K and bringing the position to 1,565 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #353.

Proficio Capital Partners first reported a position in IWY in Q3 2019 and has held it in 8 quarters since. The position peaked at $37M in Q2 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Proficio Capital Partners held 1,565 shares of iShares Russell Top 200 Growth ETF worth $455K as of Q2 2026.
Proficio Capital Partners bought 40 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $11.3K.
iShares Russell Top 200 Growth ETF made up 0.02% of Proficio Capital Partners's portfolio in Q2 2026, its #353 holding.
Proficio Capital Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2019 and has held it in 8 quarters since.
Proficio Capital Partners's iShares Russell Top 200 Growth ETF position peaked at $37M in Q2 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.