IWY β€” iShares Russell Top 200 Growth

Ownership history in FLAGSTAR ADVISORS INC  Β·  18 quarters on record

AI Ownership Summary

FLAGSTAR ADVISORS INC reported iShares Russell Top 200 Growth (IWY) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.0% in 2023 Q4. The latest visible filing shows IWY at 1.64% 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 FLAGSTAR ADVISORS INC's position in iShares Russell Top 200 Growth, 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 1.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.0% in 2023 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.

How FLAGSTAR ADVISORS INC held IWY β€” position size vs. price
% of Fund (quarterly)    IWY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 17,682 -867 -4.7% 1.64% $4.9M 2026-02-14 (Est.) $260.68
2025 Q3 REDUCED 18,549 -6,135 -24.9% 1.55% $5.1M 2025-11-10 $281.39
2025 Q2 REDUCED 24,684 -4,922 -16.6% 1.68% $6.1M 2025-07-14 $248.34
2025 Q1 REDUCED 29,606 -1,174 -3.8% 1.60% $6.2M 2025-04-09 $208.01
2024 Q4 ADDED 30,780 +135 +0.4% 1.80% $7.2M 2025-02-03 $234.56
2024 Q3 REDUCED 30,645 -518 -1.7% 1.71% $6.7M 2024-11-12 $230.75
2024 Q2 REDUCED 31,163 -2,565 -7.6% 1.83% $6.7M 2024-08-12 $201.84
2024 Q1 REDUCED 33,728 -2,334 -6.5% 1.83% $6.6M 2024-04-15 $188.45
2023 Q4 REDUCED 36,062 -252 -0.7% 2.00% $6.3M 2024-01-19 $179.64
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IWY

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 3.93% Crumly & Associates Inc. 3Y 2.14% Byrne Asset Management LLC 3Y 0.0%

FAQ About FLAGSTAR ADVISORS INC and IWY

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

How long has FLAGSTAR ADVISORS INC reported owning IWY?

FLAGSTAR ADVISORS INC reported IWY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWY position in FLAGSTAR ADVISORS INC's portfolio?

The largest reported portfolio weight for IWY was 2.00% in 2023 Q4.

What is the latest reported IWY position on this page?

The most recent filing on this page is 2025 Q4, when FLAGSTAR ADVISORS INC reported 17,682 shares, equal to 1.64% of portfolio, with an estimated market value of $4.9M.

What does the chart on this IWY ownership page compare?

The chart compares FLAGSTAR ADVISORS INC'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.

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