Intelligence Driven Advisers, LLC IWY holdings history
ISHARES RUSSELL TOP 200 GROW · CUSIP 464289438 · CIK 1819955
As of 2026-06-30, Intelligence Driven Advisers, LLC reported 205.85K IWY (shares), valued at $59.82M, or 9.71% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 0.04%; reported value increased 16.83%, and weight changed +0.78 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 | 9.71% | 205,851 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 8.93% | 205,774 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 9.84% | 248,596 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 10.14% | 267,295 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 10.08% | 271,149 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 9.17% | 225,629 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 10.08% | 227,736 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 10.31% | 327,830 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 10.34% | 340,078 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 9.64% | 334,297 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 7.07% | 242,727 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 8.54% | 310,732 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.54% | 310,732 | $48.10M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 7.07% | 242,727 | $43.76M | Shares decreased 21.89%; reported value decreased 9.02%, and weight changed -1.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 9.64% | 334,297 | $65.22M | Shares increased 37.73%; reported value increased 49.04%, and weight changed +2.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 10.34% | 340,078 | $72.95M | Shares increased 1.73%; reported value increased 11.86%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 10.31% | 327,830 | $72.14M | Shares decreased 3.60%; reported value decreased 1.12%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 10.08% | 227,736 | $53.58M | Shares decreased 30.53%; reported value decreased 25.73%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 9.17% | 225,629 | $47.59M | Shares decreased 0.93%; reported value decreased 11.17%, and weight changed -0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 10.08% | 271,149 | $66.84M | Shares increased 20.17%; reported value increased 40.44%, and weight changed +0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 10.14% | 267,295 | $73.15M | Shares decreased 1.42%; reported value increased 9.43%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 9.84% | 248,596 | $68.85M | Shares decreased 7.00%; reported value decreased 5.88%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 8.93% | 205,774 | $51.20M | Shares decreased 17.23%; reported value decreased 25.62%, and weight changed -0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 9.71% | 205,851 | $59.82M | Shares increased 0.04%; reported value increased 16.83%, and weight changed +0.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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