WWA
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Wisconsin Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Wisconsin Wealth 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 		$245K Buy
+844
New +$238K 0.21% 84
2026
Q1 		– Sell
-756
Closed -$209K – 85
2025
Q4 		$209K Hold
756
– – 0.21% 83
2025
Q3 		$207K Buy
+756
New +$196K 0.2% 85

Other funds holding IWY

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Wisconsin Wealth Advisors's IWY Position: Q2 2026 in Review

Wisconsin Wealth Advisors opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 844 shares worth $245K. The stake represents 0.21% of the portfolio and ranks #84 among its holdings. This is a return to the name: Wisconsin Wealth Advisors previously reported a position in IWY as recently as Q4 2025.

Wisconsin Wealth Advisors first reported a position in IWY in Q3 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Wisconsin Wealth Advisors held 844 shares of iShares Russell Top 200 Growth ETF worth $245K as of Q2 2026.
  • iShares Russell Top 200 Growth ETF was a new Wisconsin Wealth Advisors position in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.21% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Wisconsin Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.