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Visionary Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Visionary Wealth Advisors’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 		$3.88M Buy
13,338
+114
+0.9% +$32.2K 0.15% 144
2026
Q1 		$3.29M Buy
13,224
+23
+0.2% +$6.09K 0.15% 153
2025
Q4 		$3.66M Sell
13,201
-221
-2% -$61.2K 0.16% 139
2025
Q3 		$3.67M Sell
13,422
-104
-0.8% -$26.9K 0.17% 133
2025
Q2 		$3.33M Sell
13,526
-3,929
-23% -$875K 0.17% 138
2025
Q1 		$3.68M Buy
17,455
+47
+0.3% +$10.8K 0.22% 119
2024
Q4 		$4.1M Buy
17,408
+676
+4% +$155K 0.24% 110
2024
Q3 		$3.68M Sell
16,732
-60
-0.4% -$12.8K 0.22% 112
2024
Q2 		$3.6M Sell
16,792
-1,508
-8% -$301K 0.24% 108
2024
Q1 		$3.57M Sell
18,300
-30,573
-63% -$5.72M 0.24% 109
2023
Q4 		$8.56M Buy
48,873
+38,658
+378% +$6.35M 0.63% 39
2023
Q3 		$1.57M Buy
10,215
+976
+11% +$156K 0.13% 166
2023
Q2 		$1.46M Buy
9,239
+1,214
+15% +$177K 0.12% 176
2023
Q1 		$1.11M Buy
8,025
+7
+0.1% +$909 0.09% 182
2022
Q4 		$966K Buy
8,018
+784
+11% +$97.4K 0.09% 183
2022
Q3 		$864K Buy
7,234
+2,185
+43% +$293K 0.09% 180
2022
Q2 		$632K Buy
5,049
+305
+6% +$41.9K 0.06% 214
2022
Q1 		$754K Buy
4,744
+13
+0.3% +$2.03K 0.06% 202
2021
Q4 		$820K Buy
4,731
+172
+4% +$28.7K 0.07% 178
2021
Q3 		$696K Buy
4,559
+323
+8% +$51K 0.07% 161
2021
Q2 		$638K Buy
4,236
+179
+4% +$25.6K 0.06% 174
2021
Q1 		$546K Sell
4,057
-339
-8% -$45.4K 0.06% 190
2020
Q4 		$585K Buy
4,396
+143
+3% +$18K 0.07% 174
2020
Q3 		$516K Sell
4,253
-384
-8% -$45.2K 0.07% 155
2020
Q2 		$494K Sell
4,637
-54
-1% -$5.29K 0.08% 146
2020
Q1 		$395K Buy
4,691
+957
+26% +$91.1K 0.07% 137
2019
Q4 		$361K Buy
+3,734
New +$341K 0.06% 149

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

Visionary Wealth Advisors's IWY Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.86% in Q2 2026, buying an estimated $32.2K and bringing the position to 13,338 shares worth $3.88M. The position accounts for 0.15% of the portfolio, ranked #144.

Visionary Wealth Advisors first reported a position in IWY in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.56M in Q4 2023. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Visionary Wealth Advisors held 13,338 shares of iShares Russell Top 200 Growth ETF worth $3.88M as of Q2 2026.
  • Visionary Wealth Advisors bought 114 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $32.2K.
  • iShares Russell Top 200 Growth ETF made up 0.15% of Visionary Wealth Advisors's portfolio in Q2 2026, its #144 holding.
  • Visionary Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $8.56M in Q4 2023.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.