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

SOA Wealth 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 		$60.7M Buy
208,928
+1,980
+1% +$559K 10.2% 1
2026
Q1 		$51.5M Sell
206,948
-43,321
-17% -$11.5M 9.72% 2
2025
Q4 		$69.3M Sell
250,269
-1,350
-0.5% -$374K 11.7% 1
2025
Q3 		$68.9M Buy
251,619
+2,902
+1% +$751K 11.8% 1
2025
Q2 		$61.3M Buy
248,717
+13,515
+6% +$3.01M 11.52% 1
2025
Q1 		$49.6M Sell
235,202
-62,088
-21% -$14.3M 10.36% 2
2024
Q4 		$69.9M Buy
297,290
+825
+0.3% +$189K 12.88% 1
2024
Q3 		$65.2M Buy
296,465
+298
+0.1% +$63.4K 12.44% 1
2024
Q2 		$63.5M Sell
296,167
-25,357
-8% -$5.05M 12.78% 1
2024
Q1 		$62.7M Buy
321,524
+2,603
+0.8% +$487K 12.99% 1
2023
Q4 		$55.9M Buy
318,921
+8,194
+3% +$1.34M 12.44% 1
2023
Q3 		$47.8M Buy
310,727
+12,037
+4% +$1.92M 11.88% 1
2023
Q2 		$47.4M Buy
298,690
+36,087
+14% +$5.26M 11.09% 2
2023
Q1 		$36.5M Buy
262,603
+4,577
+2% +$594K 8.99% 2
2022
Q4 		$31.1M Buy
258,026
+10,047
+4% +$1.25M 8.37% 2
2022
Q3 		$29.6M Buy
247,979
+20,194
+9% +$2.71M 8.92% 2
2022
Q2 		$28.5M Buy
227,785
+95,093
+72% +$13.1M 8.41% 2
2022
Q1 		$21.1M Buy
132,692
+42,751
+48% +$6.66M 5.14% 2
2021
Q4 		$15.7M Buy
89,941
+4,350
+5% +$725K 3.8% 3
2021
Q3 		$13.1M Buy
85,591
+1,821
+2% +$287K 3.35% 5
2021
Q2 		$12.6M Sell
83,770
-9,179
-10% -$1.31M 3.24% 5
2021
Q1 		$12.5M Buy
92,949
+136
+0.1% +$18.2K 3.5% 5
2020
Q4 		$12.8M Buy
+92,813
New +$11.7M 3.5% 5

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
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SOA Wealth Advisors's IWY Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.96% in Q2 2026, buying an estimated $559K and bringing the position to 208,928 shares worth $60.7M. The position accounts for 10.2% of the portfolio, ranked #1.

SOA Wealth Advisors first reported a position in IWY in Q4 2020 and has held it in 23 quarters since. The position peaked at $69.9M in Q4 2024. 138 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • SOA Wealth Advisors held 208,928 shares of iShares Russell Top 200 Growth ETF worth $60.7M as of Q2 2026.
  • SOA Wealth Advisors bought 1,980 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $559K.
  • iShares Russell Top 200 Growth ETF made up 10.2% of SOA Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • SOA Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $69.9M in Q4 2024.
  • 138 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.