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Signal Advisors Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Signal Advisors Wealth’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 		$2.84M Sell
11,414
-190
-2% -$50.3K 0.19% 100
2025
Q4 		$3.21M Sell
11,604
-357
-3% -$98.9K 0.26% 86
2025
Q3 		$3.27M Buy
11,961
+5,934
+98% +$1.54M 0.3% 74
2025
Q2 		$1.49M Sell
6,027
-2,110
-26% -$470K 0.12% 168
2025
Q1 		$1.72M Buy
8,137
+322
+4% +$74.1K 0.17% 128
2024
Q4 		$1.84M Buy
7,815
+641
+9% +$147K 0.21% 114
2024
Q3 		$1.58M Buy
+7,174
New +$1.53M 0.23% 107
2024
Q2 		– Sell
-15,054
Closed -$2.94M – 187
2024
Q1 		$2.94M Buy
15,054
+11,155
+286% +$2.09M 0.73% 39
2023
Q4 		$683K Buy
+3,899
New +$640K 0.24% 89

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
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