MONECO ADVISORS, LLC IWY holdings history
ISHARES RUSSELL TOP 200 GROW · CUSIP 464289438 · CIK 1765690
As of 2026-06-30, MONECO ADVISORS, LLC reported 149.21K IWY (shares), valued at $43.36M, or 2.65% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares decreased 0.71%; reported value increased 15.96%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.65% | 149,208 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 2.90% | 150,279 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 3.00% | 136,475 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 2.91% | 127,249 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 2.80% | 122,248 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 2.51% | 114,869 | SEC filing ↗Filed Aug 15, 2025Amended |
| Q4 2024 | 2.41% | 97,283 | SEC filing ↗Filed Aug 15, 2025Amended |
| Q3 2024 | 2.05% | 75,004 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 1.48% | 46,892 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 0.74% | 23,855 | SEC filing ↗Filed Jul 19, 2024Amended |
| Q4 2023 | 0.32% | 9,583 | SEC filing ↗Filed Mar 13, 2024Amended |
| Q3 2023 | 0.29% | 7,058 | SEC filing ↗Filed Mar 13, 2024Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.29% | 7,058 | $1.09M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Mar 13, 2024 |
| Q4 2023 | 0.32% | 9,583 | $1.68M | Shares increased 35.78%; reported value increased 54.65%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 13, 2024 |
| Q1 2024 | 0.74% | 23,855 | $4.65M | Shares increased 148.93%; reported value increased 177.17%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q2 2024 | 1.48% | 46,892 | $10.06M | Shares increased 96.57%; reported value increased 116.14%, and weight changed +0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 2.05% | 75,004 | $16.50M | Shares increased 59.95%; reported value increased 64.07%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 2.41% | 97,283 | $22.89M | Shares increased 29.70%; reported value increased 38.67%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2025 |
| Q1 2025 | 2.51% | 114,869 | $24.23M | Shares increased 18.08%; reported value increased 5.87%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2025 |
| Q2 2025 | 2.80% | 122,248 | $30.14M | Shares increased 6.42%; reported value increased 24.37%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 2.91% | 127,249 | $34.82M | Shares increased 4.09%; reported value increased 15.55%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 3.00% | 136,475 | $37.80M | Shares increased 7.25%; reported value increased 8.54%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 2.90% | 150,279 | $37.40M | Shares increased 10.11%; reported value decreased 1.06%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 2.65% | 149,208 | $43.36M | Shares decreased 0.71%; reported value increased 15.96%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.