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

Prosperity Capital 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 		$1.6M Sell
5,504
-72
-1% -$20.3K 0.08% 149
2026
Q1 		$1.39M Sell
5,576
-3,850
-41% -$1.02M 0.08% 151
2025
Q4 		$2.61M Buy
9,426
+4,471
+90% +$1.24M 0.16% 97
2025
Q3 		$1.36M Buy
4,955
+342
+7% +$88.5K 0.08% 159
2025
Q2 		$1.14M Sell
4,613
-1
-0% -$223 0.07% 164
2025
Q1 		$980K Sell
4,614
-494
-10% -$114K 0.08% 158
2024
Q4 		$1.2M Buy
5,108
+595
+13% +$137K 0.1% 142
2024
Q3 		$993K Buy
4,513
+336
+8% +$71.5K 0.08% 156
2024
Q2 		$896K Sell
4,177
-688
-14% -$137K 0.1% 143
2024
Q1 		$949K Buy
4,865
+2,056
+73% +$384K 0.11% 144
2023
Q4 		$492K Buy
2,809
+650
+30% +$107K 0.05% 150
2023
Q3 		$332K Buy
2,159
+528
+32% +$84.2K 0.04% 171
2023
Q2 		$259K Buy
1,631
+92
+6% +$13.4K 0.04% 197
2023
Q1 		$214K Sell
1,539
-206
-12% -$26.7K 0.03% 191
2022
Q4 		$210K Buy
+1,745
New +$217K 0.06% 181

Other funds holding IWY

Envestnet Portfolio Solutions
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
DC
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
SW
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
LI
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
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Prosperity Capital Advisors's IWY Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.3% in Q2 2026, selling an estimated $20.3K and leaving 5,504 shares worth $1.6M. The position accounts for 0.08% of the portfolio, ranked #149.

Prosperity Capital Advisors first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.61M in Q4 2025. 143 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Prosperity Capital Advisors held 5,504 shares of iShares Russell Top 200 Growth ETF worth $1.6M as of Q2 2026.
  • Prosperity Capital Advisors sold 72 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $20.3K.
  • iShares Russell Top 200 Growth ETF made up 0.08% of Prosperity Capital Advisors's portfolio in Q2 2026, its #149 holding.
  • Prosperity Capital Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's iShares Russell Top 200 Growth ETF position peaked at $2.61M in Q4 2025.
  • 143 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.