Stokes Capital Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
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
TCIIS
FCBT
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. 684 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.
- 684 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.