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

Alpha Financial Partners’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	$570K	Buy	1,960 +2	+0.1%	+$565	0.3%	54
2026 Q1	$487K	Buy	1,958 +1	+0.1%	+$265	0.29%	54
2025 Q4	$542K	Buy	1,957 +2	+0.1%	+$554	0.33%	46
2025 Q3	$535K	Sell	1,955 -64	-3%	-$16.6K	0.35%	45
2025 Q2	$498K	Hold	2,019	–	–	0.36%	44
2025 Q1	$426K	Hold	2,019	–	–	0.34%	40
2024 Q4	$475K	Buy	+2,019	New	+$464K	0.38%	38
2024 Q3	–	Sell	-2,165	Closed	-$464K	–	129
2024 Q2	$464K	Sell	2,165 -83	-4%	-$16.5K	0.4%	37
2024 Q1	$439K	Hold	2,248	–	–	0.4%	36
2023 Q4	$394K	Sell	2,248 -2,032	-47%	-$334K	0.39%	36
2023 Q3	$658K	Sell	4,280 -455	-10%	-$72.6K	0.76%	25
2023 Q2	$751K	Sell	4,735 -1,941	-29%	-$283K	0.8%	25
2023 Q1	$928K	Hold	6,676	–	–	1.04%	18
2022 Q4	$805K	Buy	+6,676	New	+$830K	0.98%	23

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

Alpha Financial Partners's IWY Position: Q2 2026 in Review

Alpha Financial Partners increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.1% in Q2 2026, buying an estimated $565 and bringing the position to 1,960 shares worth $570K. The position accounts for 0.3% of the portfolio, ranked #54.

Alpha Financial Partners first reported a position in IWY in Q4 2022 and has held it in 14 quarters since. The position peaked at $928K in Q1 2023. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Alpha Financial Partners held 1,960 shares of iShares Russell Top 200 Growth ETF worth $570K as of Q2 2026.
Alpha Financial Partners bought 2 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $565.
iShares Russell Top 200 Growth ETF made up 0.3% of Alpha Financial Partners's portfolio in Q2 2026, its #54 holding.
Alpha Financial Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Alpha Financial Partners's iShares Russell Top 200 Growth ETF position peaked at $928K in Q1 2023.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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