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

Aprio 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	$281K	Buy	968 +1	+0.1%	+$282	0.01%	532
2026 Q1	$241K	Buy	967 +18	+2%	+$4.77K	0.01%	553
2025 Q4	$263K	Buy	949 +1	+0.1%	+$277	0.02%	467
2025 Q3	$259K	Buy	948 +1	+0.1%	+$259	0.03%	363
2025 Q2	$233K	Buy	+947	New	+$211K	0.03%	356
2025 Q1	–	Sell	-971	Closed	-$228K	–	381
2024 Q4	$228K	Buy	971 +27	+3%	+$6.2K	0.03%	275
2024 Q3	$208K	Buy	+944	New	+$201K	0.03%	265

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

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

Aprio Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.1% in Q2 2026, buying an estimated $282 and bringing the position to 968 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #532.

Aprio Wealth Management first reported a position in IWY in Q3 2024 and has held it in 7 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Aprio Wealth Management held 968 shares of iShares Russell Top 200 Growth ETF worth $281K as of Q2 2026.
Aprio Wealth Management bought 1 iShares Russell Top 200 Growth ETF share in Q2 2026, an estimated $282.
iShares Russell Top 200 Growth ETF made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #532 holding.
Aprio Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 7 quarters since.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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