626 Financial’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

626 Financial’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 Q2	$7.93M	Sell	27,291 -4,355	-14%	-$1.23M	3.09%	9
2026 Q1	$7.87M	Sell	31,646 -7,011	-18%	-$1.86M	3.51%	6
2025 Q4	$10.7M	Buy	38,657 +872	+2%	+$242K	4.6%	6
2025 Q3	$10.3M	Buy	37,785 +535	+1%	+$138K	4.54%	6
2025 Q2	$9.18M	Buy	37,250 +971	+3%	+$216K	4.3%	7
2025 Q1	$7.65M	Buy	36,279 +2,651	+8%	+$610K	3.94%	7
2024 Q4	$7.91M	Buy	33,628 +3,777	+13%	+$867K	4.27%	6
2024 Q3	$6.57M	Buy	29,851 +1,528	+5%	+$325K	3.64%	6
2024 Q2	$6.08M	Buy	28,323 +3,004	+12%	+$599K	3.51%	8
2024 Q1	$4.94M	Buy	25,319 +6,122	+32%	+$1.14M	2.98%	8
2023 Q4	$3.36M	Buy	+19,197	New	+$3.15M	2.22%	11

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial's IWY Position: Q2 2026 in Review

626 Financial reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 14% in Q2 2026, selling an estimated $1.23M and leaving 27,291 shares worth $7.93M. The position accounts for 3.09% of the portfolio, ranked #9.

626 Financial first reported a position in IWY in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.7M in Q4 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

626 Financial held 27,291 shares of iShares Russell Top 200 Growth ETF worth $7.93M as of Q2 2026.
626 Financial sold 4,355 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.23M.
iShares Russell Top 200 Growth ETF made up 3.09% of 626 Financial's portfolio in Q2 2026, its #9 holding.
626 Financial first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 11 quarters since.
626 Financial's iShares Russell Top 200 Growth ETF position peaked at $10.7M in Q4 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.