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

Accurate 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 Q2	$2.02M	Buy	6,956 +1,255	+22%	+$354K	0.19%	121
2026 Q1	$1.49M	Buy	5,701 +1,412	+33%	+$374K	0.18%	129
2025 Q4	$1.19M	Sell	4,289 -275	-6%	-$76.2K	0.15%	154
2025 Q3	$1.24M	Buy	4,564 +849	+23%	+$220K	0.16%	139
2025 Q2	$925K	Buy	3,715 +1,882	+103%	+$419K	0.14%	158
2025 Q1	$374K	Buy	+1,833	New	+$422K	0.07%	243

Other funds holding IWY

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

FCBT

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

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

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Accurate Wealth Management's IWY Position: Q2 2026 in Review

Accurate Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 22% in Q2 2026, buying an estimated $354K and bringing the position to 6,956 shares worth $2.02M. The position accounts for 0.19% of the portfolio, ranked #121.

Accurate Wealth Management first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Accurate Wealth Management held 6,956 shares of iShares Russell Top 200 Growth ETF worth $2.02M as of Q2 2026.
Accurate Wealth Management bought 1,255 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $354K.
iShares Russell Top 200 Growth ETF made up 0.19% of Accurate Wealth Management's portfolio in Q2 2026, its #121 holding.
Accurate Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.