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

Win 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	–	Sell	-32,293	Closed	-$8.04M	–	94
2026 Q1	$8.04M	Buy	32,293 +30,619	+1,829%	+$8.11M	3.68%	12
2025 Q4	$464K	Sell	1,674 -69,470	-98%	-$19.2M	0.2%	63
2025 Q3	$19.5M	Buy	71,144 +37,179	+109%	+$9.62M	9.48%	3
2025 Q2	$8.37M	Buy	+33,965	New	+$7.56M	4.04%	11
2025 Q1	–	Sell	-51,376	Closed	-$12.1M	–	69
2024 Q4	$12.1M	Buy	51,376 +32,010	+165%	+$7.35M	5.85%	3
2024 Q3	$4.26M	Sell	19,366 -10,971	-36%	-$2.33M	2%	16
2024 Q2	$6.51M	Sell	30,337 -31,503	-51%	-$6.28M	2.91%	13
2024 Q1	$12.1M	Sell	61,840 -3,570	-5%	-$667K	5.32%	9
2023 Q4	$11.5M	Buy	+65,410	New	+$10.7M	5.2%	8
2023 Q2	–	Sell	-5,913	Closed	-$832K	–	40
2023 Q1	$832K	Buy	+5,913	New	+$768K	0.33%	24
2022 Q4	–	Sell	-62	Closed	-$7K	–	149
2022 Q3	$7K	Sell	62 -290	-82%	-$38.9K	﹤0.01%	101
2022 Q2	$44K	Sell	352 -591	-63%	-$81.1K	0.09%	47
2022 Q1	$150K	Sell	943 -72,577	-99%	-$11.3M	0.04%	71
2021 Q4	$12.7M	Buy	+73,520	New	+$12.2M	2.92%	13

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

Win Advisors's IWY Position: Q2 2026 in Review

Win Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2026, closing a stake of 32,293 shares — an estimated $8.04M sold.

Win Advisors first reported a position in IWY in Q4 2021 and held it in 14 quarters. The position peaked at $19.5M in Q3 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Win Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2026 after selling out during the quarter.
Win Advisors sold 32,293 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $8.04M.
Win Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and held it in 14 quarters.
Win Advisors's iShares Russell Top 200 Growth ETF position peaked at $19.5M in Q3 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.