Tennessee Valley Asset Management Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Tennessee Valley Asset Management Partners’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	$545K	Sell	2,189 -1,009	-32%	-$267K	0.07%	109
2025 Q4	$886K	Sell	3,198 -243	-7%	-$67.3K	0.11%	85
2025 Q3	$942K	Buy	+3,441	New	+$890K	0.13%	83
2025 Q2	–	Sell	-3,912	Closed	-$825K	–	127
2025 Q1	$825K	Sell	3,912 -736	-16%	-$169K	0.13%	76
2024 Q4	$1.09M	Buy	4,648 +117	+3%	+$26.9K	0.18%	62
2024 Q3	$997K	Buy	4,531 +435	+11%	+$92.6K	0.17%	67
2024 Q2	$879K	Buy	+4,096	New	+$816K	0.16%	67
2024 Q1	–	Sell	-203	Closed	-$35.6K	–	426
2023 Q4	$35.6K	Buy	+203	New	+$33.3K	﹤0.01%	273

Other funds holding IWY

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 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return