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
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

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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