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

Stokes 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	$3.85M	Sell	13,264 -499	-4%	-$141K	0.83%	46
2026 Q1	$3.42M	Buy	13,763 +247	+2%	+$65.4K	0.77%	50
2025 Q4	$3.74M	Sell	13,516 -19	-0.1%	-$5.26K	0.85%	48
2025 Q3	$3.7M	Sell	13,535 -372	-3%	-$96.2K	0.86%	48
2025 Q2	$3.43M	Sell	13,907 -1,303	-9%	-$290K	0.84%	48
2025 Q1	$3.21M	Buy	15,210 +478	+3%	+$110K	0.82%	48
2024 Q4	$3.47M	Buy	14,732 +194	+1%	+$44.5K	0.9%	49
2024 Q3	$3.2M	Sell	14,538 -809	-5%	-$172K	0.82%	48
2024 Q2	$3.29M	Sell	15,347 -724	-5%	-$144K	0.92%	48
2024 Q1	$3.14M	Buy	16,071 +88	+0.6%	+$16.4K	0.91%	47
2023 Q4	$2.8M	Sell	15,983 -5,156	-24%	-$846K	0.89%	47
2023 Q3	$3.25M	Buy	21,139 +375	+2%	+$59.8K	1.13%	43
2023 Q2	$3.29M	Sell	20,764 -9,974	-32%	-$1.45M	1.11%	45
2023 Q1	$4.27M	Sell	30,738 -2,975	-9%	-$386K	1.45%	36
2022 Q4	$4.06M	Sell	33,713 -3,376	-9%	-$420K	1.4%	32
2022 Q3	$4.43M	Sell	37,089 -864	-2%	-$116K	1.65%	30
2022 Q2	$4.75M	Sell	37,953 -7,156	-16%	-$982K	1.66%	32
2022 Q1	$7.17M	Sell	45,109 -7,617	-14%	-$1.19M	2.09%	13
2021 Q4	$9.14M	Sell	52,726 -825	-2%	-$137K	2.72%	4
2021 Q3	$8.18M	Buy	53,551 +633	+1%	+$99.9K	2.64%	7
2021 Q2	$7.97M	Buy	52,918 +1,214	+2%	+$174K	2.61%	7
2021 Q1	$6.96M	Buy	51,704 +1,431	+3%	+$192K	2.85%	7
2020 Q4	$6.69M	Buy	50,273 +804	+2%	+$101K	2.91%	6
2020 Q3	$6M	Sell	49,469 -2,138	-4%	-$252K	2.89%	6
2020 Q2	$5.5M	Sell	51,607 -2,269	-4%	-$222K	2.91%	6
2020 Q1	$4.54M	Sell	53,876 -3,635	-6%	-$346K	2.72%	5
2019 Q4	$5.55M	Buy	57,511 +1,288	+2%	+$118K	2.8%	5
2019 Q3	$4.89M	Sell	56,223 -2,722	-5%	-$237K	2.65%	4
2019 Q2	$5.06M	Sell	58,945 -642	-1%	-$54K	2.87%	4
2019 Q1	$4.9M	Buy	59,587 +8,424	+16%	+$658K	2.95%	3
2018 Q4	$3.67M	Sell	51,163 -4,146	-7%	-$321K	2.54%	7
2018 Q3	$4.72M	Buy	55,309 +151	+0.3%	+$12.5K	2.89%	5
2018 Q2	$4.32M	Buy	55,158 +3,314	+6%	+$254K	2.83%	5
2018 Q1	$3.83M	Buy	+51,844	New	+$3.95M	2.5%	7

Other funds holding IWY

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

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

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

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

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

Stokes Capital Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3.6% in Q2 2026, selling an estimated $141K and leaving 13,264 shares worth $3.85M. The position accounts for 0.83% of the portfolio, ranked #46.

Stokes Capital Advisors first reported a position in IWY in Q1 2018 and has held it in 34 quarters since. The position peaked at $9.14M in Q4 2021. 207 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Stokes Capital Advisors held 13,264 shares of iShares Russell Top 200 Growth ETF worth $3.85M as of Q2 2026.
Stokes Capital Advisors sold 499 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $141K.
iShares Russell Top 200 Growth ETF made up 0.83% of Stokes Capital Advisors's portfolio in Q2 2026, its #46 holding.
Stokes Capital Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2018 and has held it in 34 quarters since.
Stokes Capital Advisors's iShares Russell Top 200 Growth ETF position peaked at $9.14M in Q4 2021.
207 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.