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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
Q2 		$1.05M Sell
3,630
-83
-2% -$23.4K 0.16% 139
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 – 462
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

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Truvestments Capital's IWY Position: Q2 2026 in Review

Truvestments Capital reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.2% in Q2 2026, selling an estimated $23.4K and leaving 3,630 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #139.

Truvestments Capital first reported a position in IWY in Q3 2021 and has held it in 19 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Truvestments Capital held 3,630 shares of iShares Russell Top 200 Growth ETF worth $1.05M as of Q2 2026.
  • Truvestments Capital sold 83 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $23.4K.
  • iShares Russell Top 200 Growth ETF made up 0.16% of Truvestments Capital's portfolio in Q2 2026, its #139 holding.
  • Truvestments Capital first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.