Arcadia Wealth Management (New Hampshire)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	$2.24M	Sell	7,693 -329	-4%	-$92.9K	0.7%	25
2026 Q1	$2M	Sell	8,022 -151	-2%	-$40K	0.72%	23
2025 Q4	$2.26M	Sell	8,173 -264	-3%	-$73.1K	0.84%	23
2025 Q3	$2.31M	Sell	8,437 -982	-10%	-$254K	0.92%	23
2025 Q2	$2.32M	Sell	9,419 -194	-2%	-$43.2K	1.01%	22
2025 Q1	$2.03M	Sell	9,613 -171	-2%	-$39.3K	1%	22
2024 Q4	$2.3M	Sell	9,784 -1,004	-9%	-$231K	1.16%	19
2024 Q3	$2.37M	Sell	10,788 -361	-3%	-$76.8K	1.25%	20
2024 Q2	$2.39M	Sell	11,149 -261	-2%	-$52K	1.37%	19
2024 Q1	$2.23M	Sell	11,410 -184	-2%	-$34.4K	1.37%	19
2023 Q4	$2.03M	Sell	11,594 -206	-2%	-$33.8K	1.41%	18
2023 Q3	$1.82M	Buy	11,800 +95	+0.8%	+$15.2K	1.42%	18
2023 Q2	$1.86M	Sell	11,705 -79,859	-87%	-$11.6M	1.37%	18
2023 Q1	$12.7M	Buy	91,564 +3,294	+4%	+$428K	10.55%	2
2022 Q4	$10.6M	Buy	+88,270	New	+$11M	9.34%	2

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

Arcadia Wealth Management (New Hampshire)'s IWY Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 4.1% in Q2 2026, selling an estimated $92.9K and leaving 7,693 shares worth $2.24M. The position accounts for 0.7% of the portfolio, ranked #25.

Arcadia Wealth Management (New Hampshire) first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.7M in Q1 2023. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 7,693 shares of iShares Russell Top 200 Growth ETF worth $2.24M as of Q2 2026.
Arcadia Wealth Management (New Hampshire) sold 329 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $92.9K.
iShares Russell Top 200 Growth ETF made up 0.7% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #25 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Arcadia Wealth Management (New Hampshire)'s iShares Russell Top 200 Growth ETF position peaked at $12.7M in Q1 2023.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.