Sandy Cove Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Sandy Cove 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	$412K	Hold	1,419	–	–	0.1%	102
2026 Q1	$353K	Hold	1,419	–	–	0.11%	101
2025 Q4	$393K	Hold	1,419	–	–	0.12%	98
2025 Q3	$388K	Hold	1,419	–	–	0.12%	94
2025 Q2	$350K	Hold	1,419	–	–	0.13%	92
2025 Q1	$299K	Hold	1,419	–	–	0.12%	97
2024 Q4	$334K	Hold	1,419	–	–	0.13%	91
2024 Q3	$312K	Hold	1,419	–	–	0.13%	95
2024 Q2	$304K	Hold	1,419	–	–	0.14%	88
2024 Q1	$277K	Hold	1,419	–	–	0.13%	102
2023 Q4	$249K	Sell	1,419 -30	-2%	-$4.92K	0.13%	105
2023 Q3	$223K	Hold	1,449	–	–	0.13%	107
2023 Q2	$230K	Hold	1,449	–	–	0.13%	109
2023 Q1	$201K	Buy	+1,449	New	+$188K	0.15%	85
2022 Q2	–	Sell	-1,487	Closed	-$236K	–	238
2022 Q1	$236K	Hold	1,487	–	–	0.2%	74
2021 Q4	$258K	Buy	+1,487	New	+$248K	0.22%	61

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

Sandy Cove Advisors's IWY Position: Q2 2026 in Review

Sandy Cove Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,419 shares worth $412K. The position accounts for 0.1% of the portfolio, ranked #102.

Sandy Cove Advisors first reported a position in IWY in Q4 2021 and has held it in 16 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Sandy Cove Advisors held 1,419 shares of iShares Russell Top 200 Growth ETF worth $412K as of Q2 2026.
Sandy Cove Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.1% of Sandy Cove Advisors's portfolio in Q2 2026, its #102 holding.
Sandy Cove Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 16 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.