Tucker Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Tucker Asset Management’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	–	Sell	-210	Closed	-$58.2K	–	718
2025 Q4	$58.2K	Buy	+210	New	+$58.2K	0.02%	277
2024 Q1	–	Sell	-201	Closed	-$35.2K	–	1717
2023 Q4	$35.2K	Buy	201 +131	+187%	+$21.5K	0.01%	406
2023 Q3	$10.8K	Buy	70 +36	+106%	+$5.74K	﹤0.01%	631
2023 Q2	$5.39K	Hold	34	–	–	﹤0.01%	661
2023 Q1	$4.72K	Hold	34	–	–	﹤0.01%	719
2022 Q4	$4.11K	Hold	34	–	–	﹤0.01%	471
2022 Q3	$4.28K	Hold	34	–	–	﹤0.01%	458
2022 Q2	$4.26K	Sell	34 -68	-67%	-$9.33K	﹤0.01%	363
2022 Q1	$16.2K	Buy	102 +47	+85%	+$7.33K	0.01%	179
2021 Q4	$9.59K	Hold	55	–	–	﹤0.01%	211
2021 Q3	$9.15K	Buy	+55	New	+$8.68K	﹤0.01%	187

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Tucker Asset Management's IWY Position: Q1 2026 in Review

Tucker Asset Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2026, closing a stake of 210 shares — an estimated $58.2K sold.

Tucker Asset Management first reported a position in IWY in Q3 2021 and held it in 11 quarters. The position peaked at $58.2K in Q4 2025. 642 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Tucker Asset Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 210 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $58.2K.
Tucker Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and held it in 11 quarters.
Tucker Asset Management's iShares Russell Top 200 Growth ETF position peaked at $58.2K in Q4 2025.
642 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.