AMG National Trust Bank’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

AMG National Trust Bank’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	$684K	Sell	2,355 -40	-2%	-$11.3K	0.01%	296
2026 Q1	$596K	Sell	2,395 -10	-0.4%	-$2.65K	0.01%	362
2025 Q4	$666K	Hold	2,405	–	–	0.02%	331
2025 Q3	$658K	Sell	2,405 -10	-0.4%	-$2.59K	0.02%	335
2025 Q2	$595K	Hold	2,415	–	–	0.02%	337
2025 Q1	$509K	Sell	2,415 -1,610	-40%	-$370K	0.01%	338
2024 Q4	$947K	Sell	4,025 -225	-5%	-$51.7K	0.03%	293
2024 Q3	$935K	Hold	4,250	–	–	0.03%	303
2024 Q2	$912K	Hold	4,250	–	–	0.02%	309
2024 Q1	$829K	Sell	4,250 -75	-2%	-$14K	0.02%	308
2023 Q4	$758K	Hold	4,325	–	–	0.02%	305
2023 Q3	$665K	Hold	4,325	–	–	0.02%	309
2023 Q2	$686K	Hold	4,325	–	–	0.02%	308
2023 Q1	$601K	Hold	4,325	–	–	0.02%	331
2022 Q4	$521K	Hold	4,325	–	–	0.02%	325
2022 Q3	$517K	Sell	4,325 -50	-1%	-$6.71K	0.02%	330
2022 Q2	$614K	Hold	4,375	–	–	0.02%	308
2022 Q1	$695K	Hold	4,375	–	–	0.02%	313
2021 Q4	$758K	Hold	4,375	–	–	0.02%	319
2021 Q3	$668K	Hold	4,375	–	–	0.02%	330
2021 Q2	$659K	Sell	4,375 -1,150	-21%	-$165K	0.02%	329
2021 Q1	$743K	Hold	5,525	–	–	0.03%	309
2020 Q4	$735K	Hold	5,525	–	–	0.03%	297
2020 Q3	$671K	Sell	5,525 -175	-3%	-$20.6K	0.03%	281
2020 Q2	$608K	Buy	+5,700	New	+$559K	0.03%	293

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

AMG National Trust Bank's IWY Position: Q2 2026 in Review

AMG National Trust Bank reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.7% in Q2 2026, selling an estimated $11.3K and leaving 2,355 shares worth $684K. The position accounts for 0.01% of the portfolio, ranked #296.

AMG National Trust Bank first reported a position in IWY in Q2 2020 and has held it in 25 quarters since. The position peaked at $947K in Q4 2024. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

AMG National Trust Bank held 2,355 shares of iShares Russell Top 200 Growth ETF worth $684K as of Q2 2026.
AMG National Trust Bank sold 40 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $11.3K.
iShares Russell Top 200 Growth ETF made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #296 holding.
AMG National Trust Bank first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and has held it in 25 quarters since.
AMG National Trust Bank's iShares Russell Top 200 Growth ETF position peaked at $947K in Q4 2024.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.