AmeriFlex Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

AmeriFlex Group’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	$38.4K	Buy	132 +5	+4%	+$1.41K	0.02%	560
2026 Q1	$31.6K	Sell	127 -1,130	-90%	-$299K	0.02%	521
2025 Q4	$348K	Sell	1,257 -1,247	-50%	-$345K	0.18%	115
2025 Q3	$685K	Buy	2,504 +1,199	+92%	+$310K	0.26%	76
2025 Q2	$318K	Sell	1,305 -1,014	-44%	-$226K	0.17%	120
2025 Q1	$489K	Buy	2,319 +2	+0.1%	+$460	0.2%	111
2024 Q4	$552K	Buy	+2,317	New	+$532K	0.25%	88

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

AmeriFlex Group's IWY Position: Q2 2026 in Review

AmeriFlex Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3.9% in Q2 2026, buying an estimated $1.41K and bringing the position to 132 shares worth $38.4K. The position accounts for 0.02% of the portfolio, ranked #560.

AmeriFlex Group first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $685K in Q3 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

AmeriFlex Group held 132 shares of iShares Russell Top 200 Growth ETF worth $38.4K as of Q2 2026.
AmeriFlex Group bought 5 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.41K.
iShares Russell Top 200 Growth ETF made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #560 holding.
AmeriFlex Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's iShares Russell Top 200 Growth ETF position peaked at $685K in Q3 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.