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

Ameliora 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	$1.18M	Sell	4,068 -13,176	-76%	-$3.72M	0.35%	46
2026 Q1	$4.29M	Sell	17,244 -20,120	-54%	-$5.33M	1.37%	19
2025 Q4	$10.3M	Buy	37,364 +3,297	+10%	+$913K	3.15%	8
2025 Q3	$9.32M	Buy	34,067 +18,117	+114%	+$4.69M	3.1%	8
2025 Q2	$3.93M	Sell	15,950 -11,323	-42%	-$2.52M	1.41%	17
2025 Q1	$5.75M	Sell	27,273 -5,448	-17%	-$1.25M	2.16%	10
2024 Q4	$7.7M	Sell	32,721 -996	-3%	-$229K	2.89%	10
2024 Q3	$7.42M	Sell	33,717 -260	-0.8%	-$55.3K	3.09%	8
2024 Q2	$7.29M	Buy	33,977 +9,084	+36%	+$1.81M	3.31%	8
2024 Q1	$4.86M	Sell	24,893 -339	-1%	-$63.4K	2.2%	13
2023 Q4	$4.42M	Buy	25,232 +1,238	+5%	+$203K	2.19%	13
2023 Q3	$3.69M	Buy	23,994 +6,858	+40%	+$1.09M	2.19%	14
2023 Q2	$2.72M	Buy	17,136 +11,651	+212%	+$1.7M	1.68%	18
2023 Q1	$762K	Buy	5,485 +5,336	+3,581%	+$693K	0.44%	51
2022 Q4	$18K	Hold	149	–	–	0.01%	194
2022 Q3	$17K	Buy	+149	New	+$20K	0.01%	182

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

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

Ameliora Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 76% in Q2 2026, selling an estimated $3.72M and leaving 4,068 shares worth $1.18M. The position accounts for 0.35% of the portfolio, ranked #46.

Ameliora Wealth Management first reported a position in IWY in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.3M in Q4 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Ameliora Wealth Management held 4,068 shares of iShares Russell Top 200 Growth ETF worth $1.18M as of Q2 2026.
Ameliora Wealth Management sold 13,176 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $3.72M.
iShares Russell Top 200 Growth ETF made up 0.35% of Ameliora Wealth Management's portfolio in Q2 2026, its #46 holding.
Ameliora Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2022 and has held it in 16 quarters since.
Ameliora Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $10.3M in Q4 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.