AWM
IWY icon

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

AE 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 		$199M Buy
684,496
+25,631
+4% +$7.24M 0.93% 16
2026
Q1 		$164M Buy
658,865
+20,741
+3% +$5.49M 0.89% 17
2025
Q4 		$177M Buy
638,124
+12,365
+2% +$3.43M 1.01% 14
2025
Q3 		$171M Sell
625,759
-2,101
-0.3% -$544K 1.09% 14
2025
Q2 		$155M Buy
627,860
+28,302
+5% +$6.3M 1.13% 12
2025
Q1 		$126M Sell
599,558
-50,464
-8% -$11.6M 1.06% 12
2024
Q4 		$153M Sell
650,022
-4,079
-0.6% -$936K 1.3% 11
2024
Q3 		$144M Sell
654,101
-7,219
-1% -$1.54M 1.31% 10
2024
Q2 		$142M Buy
661,320
+67,139
+11% +$13.4M 1.42% 9
2024
Q1 		$116M Sell
594,181
-664,533
-53% -$124M 1.31% 9
2023
Q4 		$230M Buy
1,258,714
+134,176
+12% +$22M 1.18% 9
2023
Q3 		$173M Sell
1,124,538
-29,478
-3% -$4.7M 1.03% 10
2023
Q2 		$183M Sell
1,154,016
-75,962
-6% -$11.1M 1.1% 9
2023
Q1 		$171M Buy
1,229,978
+76,015
+7% +$9.87M 1.1% 10
2022
Q4 		$139M Sell
1,153,963
-45,515
-4% -$5.66M 1.01% 10
2022
Q3 		$143M Sell
1,199,478
-29,410
-2% -$3.95M 1.14% 8
2022
Q2 		$154M Sell
1,228,888
-188,483
-13% -$25.9M 1.23% 7
2022
Q1 		$225M Sell
1,417,371
-468,414
-25% -$73M 1.55% 7
2021
Q4 		$327M Buy
1,885,785
+69,734
+4% +$11.6M 2.28% 4
2021
Q3 		$277M Sell
1,816,051
-327,443
-15% -$51.7M 2.28% 4
2021
Q2 		$323M Buy
2,143,494
+625,456
+41% +$89.5M 2.82% 2
2021
Q1 		$204M Buy
1,518,038
+174,732
+13% +$23.4M 2.06% 3
2020
Q4 		$179M Sell
1,343,306
-32,537
-2% -$4.1M 2.03% 5
2020
Q3 		$167M Sell
1,375,843
-263,932
-16% -$31.1M 2.38% 5
2020
Q2 		$175M Buy
1,639,775
+360,458
+28% +$35.3M 2.7% 3
2020
Q1 		$108M Sell
1,279,317
-55,375
-4% -$5.27M 2.48% 3
2019
Q4 		$129M Buy
1,334,692
+129,144
+11% +$11.8M 2.8% 2
2019
Q3 		$105M Buy
1,205,548
+18,818
+2% +$1.64M 3.03% 2
2019
Q2 		$102M Buy
1,186,730
+660,561
+126% +$55.6M 3.06% 2
2019
Q1 		$43.3M Buy
526,169
+513,511
+4,057% +$40.1M 3.01% 2
2018
Q4 		$908K Sell
12,658
-702,500
-98% -$54.4M 0.16% 157
2018
Q3 		$61.1M Buy
715,158
+87,571
+14% +$7.23M 3.36% 2
2018
Q2 		$49.2M Buy
627,587
+120,378
+24% +$9.23M 3.34% 4
2018
Q1 		$37.4M Buy
507,209
+119,166
+31% +$9.09M 2.89% 5
2017
Q4 		$28.4M Buy
388,043
+63,116
+19% +$4.49M 2.51% 5
2017
Q3 		$22M Buy
324,927
+92,132
+40% +$6.13M 2.04% 5
2017
Q2 		$15M Buy
232,795
+69,090
+42% +$4.39M 1.79% 6
2017
Q1 		$10.1M Buy
163,705
+114,186
+231% +$6.82M 1.87% 7
2016
Q4 		$2.79M Buy
+49,519
New +$2.76M 1.13% 14

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

AE Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3.9% in Q2 2026, buying an estimated $7.24M and bringing the position to 684,496 shares worth $199M. The position accounts for 0.93% of the portfolio, ranked #16.

AE Wealth Management first reported a position in IWY in Q4 2016 and has held it in 39 quarters since. The position peaked at $327M in Q4 2021. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • AE Wealth Management held 684,496 shares of iShares Russell Top 200 Growth ETF worth $199M as of Q2 2026.
  • AE Wealth Management bought 25,631 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $7.24M.
  • iShares Russell Top 200 Growth ETF made up 0.93% of AE Wealth Management's portfolio in Q2 2026, its #16 holding.
  • AE Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • AE Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $327M in Q4 2021.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.