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IWY icon

Wealthcare Advisory Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Wealthcare Advisory Partners’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 		$9.94M Sell
34,206
-546
-2% -$154K 0.19% 108
2026
Q1 		$8.65M Sell
34,752
-43,912
-56% -$11.6M 0.17% 125
2025
Q4 		$21.8M Buy
78,664
+48
+0.1% +$13.3K 0.43% 46
2025
Q3 		$21.5M Sell
78,616
-1,989
-2% -$515K 0.45% 42
2025
Q2 		$19.9M Buy
80,605
+44,504
+123% +$9.91M 0.45% 44
2025
Q1 		$7.62M Sell
36,101
-71,717
-67% -$16.5M 0.2% 92
2024
Q4 		$25.4M Sell
107,818
-1,084
-1% -$249K 0.7% 28
2024
Q3 		$24M Sell
108,902
-6,588
-6% -$1.4M 0.68% 29
2024
Q2 		$24.8M Sell
115,490
-9,101
-7% -$1.81M 0.77% 28
2024
Q1 		$24.3M Buy
124,591
+6,936
+6% +$1.3M 0.8% 26
2023
Q4 		$20.6M Buy
117,655
+14,276
+14% +$2.34M 0.82% 30
2023
Q3 		$15.9M Buy
103,379
+28
+0% +$4.47K 0.73% 35
2023
Q2 		$16.4M Buy
103,351
+1,206
+1% +$176K 0.73% 33
2023
Q1 		$14.2M Buy
102,145
+1,030
+1% +$134K 0.61% 38
2022
Q4 		$12.2M Sell
101,115
-7,863
-7% -$977K 0.58% 41
2022
Q3 		$13M Sell
108,978
-7,903
-7% -$1.06M 0.74% 31
2022
Q2 		$14.6M Buy
+116,881
New +$16M 0.89% 27

Other funds holding IWY

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
PWCM
Processus Wealth & Capital Management Brentwood, Tennessee $171M AUM 42.46% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return