Arkadios Wealth Advisors IWY — ISHARES RUSSELL TOP 200 GROWTH ETF

Ownership history in Arkadios Wealth Advisors  ·  24 quarters on record

AI Ownership Summary

Arkadios Wealth Advisors reported ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.41% in 2025 Q4. The latest visible filing shows IWY at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkadios Wealth Advisors's position in ISHARES RUSSELL TOP 200 GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWY was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWY stock page Arkadios Wealth Advisors fund profile Arkadios Wealth Advisors full holdings
How Arkadios Wealth Advisors held IWY — position size vs. price
% of Fund (quarterly)    IWY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 76,311 +70,712 +1262.9% 0.41% $21.1M 2026-02-14 (Est.) $260.68
2025 Q3 ADDED — — — 5,599 +266 +5.0% 0.04% $1.5M 2025-10-29 $287.76
2025 Q2 REDUCED 8.5% +10.4% ❌ 5,333 -494 -8.5% 0.04% $1.3M 2025-08-04 $254.53
2025 Q1 REDUCED — — — 5,827 -98 -1.7% 0.05% $1.2M 2025-05-08 $217.49
2024 Q4 ADDED — — — 5,925 +302 +5.4% 0.08% $1.4M 2025-01-15 $235.23
2024 Q3 ADDED — — — 5,623 +666 +13.4% 0.07% $1.2M 2024-10-24 $221.78
2024 Q2 ADDED — — — 4,957 +104 +2.1% 0.07% $1.1M 2024-07-29 $205.90
2024 Q1 ADDED — — — 4,853 +2 +0.0% 0.07% $947K 2024-04-30 $185.89
2023 Q4 ADDED — — — 4,851 +3,096 +176.4% 0.07% $850K 2024-01-24 $181.44
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWY

As of 2026 Q1 — sorted by position size

First Citizens Asset Management, Inc. 3Y 26.72% Boulay Financial Advisors, LLC 17.42% Baer Investment Advisory LLC 14.14% VICTORY FINANCIAL GROUP, LLC 14.14% Kingdom Financial Group LLC. 11.98% Lloyd Advisory Services, LLC. 3Y 11.98% HOWARD BAILEY SECURITIES, LLC 11.45% Hidden Cove Wealth Management, LLC 10.63% LifeWealth Investments, LLC 9.83% Equity Wealth Partners, LLC 9.62%

FAQ About Arkadios Wealth Advisors and IWY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkadios Wealth Advisors reported owning IWY?

Arkadios Wealth Advisors reported IWY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWY position in Arkadios Wealth Advisors's portfolio?

The largest reported portfolio weight for IWY was 0.41% in 2025 Q4.

What is the latest reported IWY position on this page?

The most recent filing on this page is 2025 Q4, when Arkadios Wealth Advisors reported 76,311 shares, equal to 0.41% of portfolio, with an estimated market value of $21.1M.

What does the chart on this IWY ownership page compare?

The chart compares Arkadios Wealth Advisors's quarterly IWY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arkadios Wealth Advisors time their IWY position?

Based on 13F filing dates vs. subsequent IWY price moves, Arkadios Wealth Advisors correctly timed 12 out of 20 reported position changes (60%). The annualised alpha on IWY relative to SPY over the holding period was +2.6%.

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