AF
IWY icon

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

Allworth 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 		$1.43M Buy
4,920
+101
+2% +$28.5K 0.01% 619
2026
Q1 		$1.2M Sell
4,819
-246
-5% -$65.2K ﹤0.01% 653
2025
Q4 		$1.4M Buy
5,065
+262
+5% +$72.6K 0.01% 596
2025
Q3 		$1.31M Buy
4,803
+102
+2% +$26.4K 0.01% 589
2025
Q2 		$1.16M Buy
4,701
+179
+4% +$39.8K 0.01% 603
2025
Q1 		$948K Buy
4,522
+150
+3% +$34.5K 0.01% 532
2024
Q4 		$1.06M Sell
4,372
-8
-0.2% -$1.84K 0.01% 525
2024
Q3 		$964K Sell
4,380
-217
-5% -$46.2K 0.01% 441
2024
Q2 		$976K Sell
4,597
-55
-1% -$11K 0.01% 427
2024
Q1 		$908K Buy
4,652
+1
+0% +$187 0.01% 428
2023
Q4 		$815K Sell
4,651
-233
-5% -$38.2K 0.01% 435
2023
Q3 		$751K Sell
4,884
-244
-5% -$38.9K 0.01% 417
2023
Q2 		$813K Sell
5,128
-410
-7% -$59.8K 0.01% 415
2023
Q1 		$769K Sell
5,538
-1,935
-26% -$251K 0.01% 387
2022
Q4 		$901K Sell
7,473
-1,608
-18% -$200K 0.01% 359
2022
Q3 		$1.08M Sell
9,081
-1,224
-12% -$164K 0.01% 313
2022
Q2 		$1.29M Sell
10,305
-4,400
-30% -$604K 0.02% 275
2022
Q1 		$2.34M Sell
14,705
-6,604
-31% -$1.03M 0.03% 203
2021
Q4 		$3.69M Sell
21,309
-4,095
-16% -$682K 0.05% 145
2021
Q3 		$3.88M Buy
+25,404
New +$4.01M 0.06% 121

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

Allworth Financial's IWY Position: Q2 2026 in Review

Allworth Financial increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.1% in Q2 2026, buying an estimated $28.5K and bringing the position to 4,920 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #619.

Allworth Financial first reported a position in IWY in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.88M in Q3 2021. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Allworth Financial held 4,920 shares of iShares Russell Top 200 Growth ETF worth $1.43M as of Q2 2026.
  • Allworth Financial bought 101 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $28.5K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #619 holding.
  • Allworth Financial first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's iShares Russell Top 200 Growth ETF position peaked at $3.88M in Q3 2021.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.