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Wick Capital Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Wick Capital 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
Q1 		$1.66M Hold
6,677
– – 0.3% 40
2025
Q4 		$1.85M Sell
6,677
-6
-0.1% -$1.66K 0.33% 41
2025
Q3 		$1.83M Sell
6,683
-6,141
-48% -$1.59M 0.44% 33
2025
Q2 		$1.65M Buy
12,824
+6,132
+92% +$1.36M 0.43% 34
2025
Q1 		$1.41M Hold
6,692
– – 0.42% 29
2024
Q4 		$1.57M Buy
6,692
+1,966
+42% +$451K 0.46% 27
2024
Q3 		$1.04M Hold
4,726
– – 0.34% 34
2024
Q2 		$1.01M Hold
4,726
– – 0.35% 33
2024
Q1 		$922K Buy
+4,726
New +$883K 0.89% 18
2023
Q4 		– Sell
-8,502
Closed -$1.31M – 69
2023
Q3 		$1.31M Buy
+8,502
New +$1.36M 0.73% 21

Other funds holding IWY

TCIIS
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return