Able Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Able Wealth Management’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 Q1	$780K	Sell	3,135 -1,856	-37%	-$492K	0.21%	70
2025 Q4	$1.38M	Sell	4,991 -541	-10%	-$150K	0.44%	43
2025 Q3	$1.51M	Buy	5,532 +568	+11%	+$147K	0.57%	40
2025 Q2	$1.22M	Sell	4,964 -4,440	-47%	-$988K	0.62%	40
2025 Q1	$1.98M	Buy	9,404 +3,007	+47%	+$692K	1.17%	23
2024 Q4	$1.5M	Buy	6,397 +5,075	+384%	+$1.17M	0.99%	26
2024 Q3	$291K	Buy	+1,322	New	+$281K	0.22%	71
2024 Q1	–	Sell	-112	Closed	-$19.6K	–	331
2023 Q4	$19.6K	Buy	+112	New	+$18.4K	0.02%	204

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Able Wealth Management's IWY Position: Q1 2026 in Review

Able Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 37% in Q1 2026, selling an estimated $492K and leaving 3,135 shares worth $780K. The position accounts for 0.21% of the portfolio, ranked #70.

Able Wealth Management first reported a position in IWY in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.98M in Q1 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Able Wealth Management held 3,135 shares of iShares Russell Top 200 Growth ETF worth $780K as of Q1 2026.
Able Wealth Management sold 1,856 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $492K.
iShares Russell Top 200 Growth ETF made up 0.21% of Able Wealth Management's portfolio in Q1 2026, its #70 holding.
Able Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 8 quarters since.
Able Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $1.98M in Q1 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.