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Asset Allocation Strategies’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Asset Allocation Strategies’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 		$15.8M Buy
54,215
+3,639
+7% +$1.03M 2.43% 14
2026
Q1 		$12.6M Buy
50,576
+2,634
+5% +$698K 2.24% 13
2025
Q4 		$13.3M Buy
47,942
+2,755
+6% +$763K 2.46% 14
2025
Q3 		$12.4M Buy
45,187
+167
+0.4% +$43.2K 2.45% 16
2025
Q2 		$11.1M Buy
45,020
+570
+1% +$127K 2.45% 12
2025
Q1 		$9.38M Sell
44,450
-554
-1% -$127K 2.33% 14
2024
Q4 		$10.7M Buy
45,004
+586
+1% +$135K 2.59% 12
2024
Q3 		$9.77M Sell
44,418
-2,471
-5% -$526K 2.78% 8
2024
Q2 		$10.1M Buy
46,889
+1,489
+3% +$297K 3.38% 8
2024
Q1 		$8.86M Buy
45,400
+1,385
+3% +$259K 3.13% 12
2023
Q4 		$7.71M Buy
44,015
+2,219
+5% +$364K 3.01% 12
2023
Q3 		$6.43M Buy
41,796
+1,955
+5% +$312K 2.97% 12
2023
Q2 		$6.32M Buy
39,841
+36,956
+1,281% +$5.39M 2.98% 13
2023
Q1 		$401K Sell
2,885
-31,145
-92% -$4.04M 1.15% 27
2022
Q4 		$4.1M Buy
+34,030
New +$4.23M 2.79% 14

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Asset Allocation Strategies's IWY Position: Q2 2026 in Review

Asset Allocation Strategies increased its iShares Russell Top 200 Growth ETF (IWY) stake by 7.2% in Q2 2026, buying an estimated $1.03M and bringing the position to 54,215 shares worth $15.8M. The position accounts for 2.43% of the portfolio, ranked #14.

Asset Allocation Strategies first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Asset Allocation Strategies held 54,215 shares of iShares Russell Top 200 Growth ETF worth $15.8M as of Q2 2026.
  • Asset Allocation Strategies bought 3,639 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.03M.
  • iShares Russell Top 200 Growth ETF made up 2.43% of Asset Allocation Strategies's portfolio in Q2 2026, its #14 holding.
  • Asset Allocation Strategies first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.