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IWY icon

Wedmont Private Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Wedmont Private Capital’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 		$1.46M Buy
5,038
+1
+0% +$282 0.04% 256
2026
Q1 		$1.3M Hold
5,037
– – 0.04% 250
2025
Q4 		$1.4M Sell
5,037
-380
-7% -$105K 0.05% 219
2025
Q3 		$1.49M Sell
5,417
-445
-8% -$115K 0.06% 205
2025
Q2 		$1.46M Buy
5,862
+1
+0% +$223 0.06% 199
2025
Q1 		$1.2M Buy
5,861
+1
+0% +$230 0.06% 198
2024
Q4 		$1.36M Buy
5,860
+249
+4% +$57.2K 0.07% 167
2024
Q3 		$1.22M Sell
5,611
-944
-14% -$201K 0.07% 173
2024
Q2 		$1.45M Buy
6,555
+1,264
+24% +$252K 0.09% 139
2024
Q1 		$1.03M Buy
5,291
+5
+0.1% +$935 0.08% 174
2023
Q4 		$920K Buy
5,286
+1,313
+33% +$216K 0.08% 180
2023
Q3 		$628K Hold
3,973
– – 0.06% 213
2023
Q2 		$643K Hold
3,973
– – 0.07% 195
2023
Q1 		$550K Hold
3,973
– – 0.07% 204
2022
Q4 		$480K Hold
3,973
– – 0.07% 209
2022
Q3 		$475K Hold
3,973
– – 0.1% 168
2022
Q2 		$498K Hold
3,973
– – 0.11% 140
2022
Q1 		$643K Hold
3,973
– – 0.14% 114
2021
Q4 		$652K Buy
+3,973
New +$662K 0.2% 85

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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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