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TC
Truvestments Capital’s
iShares Russell Top 200 Growth ETF
IWY
Stock Holding History
Truvestments Capital’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
$924K
Buy
3,713
+82
+2%
+$21.7K
0.17%
145
2025
Q4
$1.01M
Sell
3,631
-26
-0.7%
-$7.2K
0.18%
123
2025
Q3
$1M
Sell
3,657
-12
-0.3%
-$3.1K
0.18%
122
2025
Q2
$905K
Buy
3,669
+1
+0%
+$223
0.18%
117
2025
Q1
$774K
Buy
3,668
+3,348
+1,046%
+$770K
0.17%
116
2024
Q4
$75.3K
Hold
320
–
–
0.02%
316
2024
Q3
$70.4K
Buy
+320
New
+$68.1K
0.02%
323
2024
Q2
–
Sell
-1,155
Closed
-$225K
–
464
2024
Q1
$225K
Buy
1,155
+2
+0.2%
+$374
0.09%
199
2023
Q4
$202K
Buy
1,153
+4
+0.3%
+$657
0.09%
209
2023
Q3
$177K
Hold
1,149
–
–
0.09%
191
2023
Q2
$182K
Sell
1,149
-132
-10%
-$19.3K
0.09%
198
2023
Q1
$178K
Buy
1,281
+3
+0.2%
+$389
0.09%
183
2022
Q4
$154K
Sell
1,278
-813
-39%
-$101K
0.09%
187
2022
Q3
$250K
Hold
2,091
–
–
0.16%
124
2022
Q2
$262K
Buy
2,091
+586
+39%
+$80.4K
0.15%
132
2022
Q1
$239K
Buy
1,505
+247
+20%
+$38.5K
0.13%
150
2021
Q4
$218K
Sell
1,258
-55
-4%
-$9.16K
0.11%
152
2021
Q3
$200K
Buy
+1,313
New
+$207K
0.11%
154
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$18.1B AUM
15%
1-Year Est. Return
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$431B AUM
30.22%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
AWM
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Topeka, Kansas
$18.5B AUM
19.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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