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

World Investment 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 Q1	$1.33M	Sell	5,351 -13,157	-71%	-$3.49M	0.02%	624
2025 Q4	$5.13M	Sell	18,508 -16,913	-48%	-$4.69M	0.08%	256
2025 Q3	$9.69M	Buy	35,421 +2,048	+6%	+$530K	0.2%	108
2025 Q2	$8.23M	Buy	33,373 +32,420	+3,402%	+$7.22M	0.19%	123
2025 Q1	$201K	Sell	953 -27,885	-97%	-$6.41M	0.01%	1013
2024 Q4	$6.78M	Buy	28,838 +2,933	+11%	+$673K	0.19%	126
2024 Q3	$5.7M	Sell	25,905 -16,292	-39%	-$3.47M	0.18%	139
2024 Q2	$9.05M	Buy	42,197 +484	+1%	+$96.5K	0.56%	35
2024 Q1	$8.14M	Buy	41,713 +26,402	+172%	+$4.94M	1.16%	17
2023 Q4	$2.68M	Sell	15,311 -435	-3%	-$71.4K	0.35%	65
2023 Q3	$2.43M	Buy	15,746 +2,338	+17%	+$373K	0.48%	42
2023 Q2	$2.13M	Buy	+13,408	New	+$1.96M	0.41%	46

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

World Investment Advisors's IWY Position: Q1 2026 in Review

World Investment Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 71% in Q1 2026, selling an estimated $3.49M and leaving 5,351 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #624.

World Investment Advisors first reported a position in IWY in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.69M in Q3 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

World Investment Advisors held 5,351 shares of iShares Russell Top 200 Growth ETF worth $1.33M as of Q1 2026.
World Investment Advisors sold 13,157 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $3.49M.
iShares Russell Top 200 Growth ETF made up 0.02% of World Investment Advisors's portfolio in Q1 2026, its #624 holding.
World Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 12 quarters since.
World Investment Advisors's iShares Russell Top 200 Growth ETF position peaked at $9.69M in Q3 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.