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

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

FCBT

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Wealthcare Advisory Partners's IWY Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.6% in Q2 2026, selling an estimated $154K and leaving 34,206 shares worth $9.94M. The position accounts for 0.19% of the portfolio, ranked #108.

Wealthcare Advisory Partners first reported a position in IWY in Q2 2022 and has held it in 17 quarters since. The position peaked at $25.4M in Q4 2024. 683 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Wealthcare Advisory Partners held 34,206 shares of iShares Russell Top 200 Growth ETF worth $9.94M as of Q2 2026.
Wealthcare Advisory Partners sold 546 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $154K.
iShares Russell Top 200 Growth ETF made up 0.19% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #108 holding.
Wealthcare Advisory Partners first reported a position in iShares Russell Top 200 Growth ETF in Q2 2022 and has held it in 17 quarters since.
Wealthcare Advisory Partners's iShares Russell Top 200 Growth ETF position peaked at $25.4M in Q4 2024.
683 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.