AFT Forsyth & Company’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

AFT Forsyth & Company’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	$370K	Buy	1,272 +1	+0.1%	+$282	0.18%	89
2026 Q1	$316K	Sell	1,271 -40	-3%	-$10.6K	0.15%	100
2025 Q4	$363K	Hold	1,311	–	–	0.16%	94
2025 Q3	$359K	Sell	1,311 -3	-0.2%	-$776	0.17%	85
2025 Q2	$324K	Sell	1,314 -30	-2%	-$6.68K	0.17%	89
2025 Q1	$283K	Sell	1,344 -69	-5%	-$15.9K	0.15%	107
2024 Q4	$332K	Buy	1,413 +1	+0.1%	+$230	0.16%	103
2024 Q3	$311K	Buy	1,412 +1	+0.1%	+$213	0.15%	107
2024 Q2	$303K	Hold	1,411	–	–	0.15%	114
2024 Q1	$275K	Buy	1,411 +1	+0.1%	+$187	0.16%	120
2023 Q4	$247K	Buy	1,410 +2	+0.1%	+$328	0.16%	121
2023 Q3	$217K	Hold	1,408	–	–	0.16%	120
2023 Q2	$223K	Buy	+1,408	New	+$205K	0.16%	126
2022 Q2	–	Sell	-1,401	Closed	-$223K	–	143
2022 Q1	$223K	Buy	1,401 +1	+0.1%	+$156	0.14%	143
2021 Q4	$243K	Hold	1,400	–	–	0.12%	142
2021 Q3	$214K	Hold	1,400	–	–	0.12%	146
2021 Q2	$211K	Buy	+1,400	New	+$200K	0.11%	151
2013 Q3	$58K	Hold	1,415	–	–	0.08%	164
2013 Q2	$54K	Buy	+1,415	New	+$54.6K	0.08%	157

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

AFT Forsyth & Company's IWY Position: Q2 2026 in Review

AFT Forsyth & Company increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.08% in Q2 2026, buying an estimated $282 and bringing the position to 1,272 shares worth $370K. The position accounts for 0.18% of the portfolio, ranked #89.

AFT Forsyth & Company first reported a position in IWY in Q2 2013 and has held it in 19 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

AFT Forsyth & Company held 1,272 shares of iShares Russell Top 200 Growth ETF worth $370K as of Q2 2026.
AFT Forsyth & Company bought 1 iShares Russell Top 200 Growth ETF share in Q2 2026, an estimated $282.
iShares Russell Top 200 Growth ETF made up 0.18% of AFT Forsyth & Company's portfolio in Q2 2026, its #89 holding.
AFT Forsyth & Company first reported a position in iShares Russell Top 200 Growth ETF in Q2 2013 and has held it in 19 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.