AssuredPartners Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

AssuredPartners Investment Advisors’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	$5M	Buy	17,214 +7,691	+81%	+$2.17M	0.48%	54
2026 Q1	$2.4M	Sell	9,523 -11,780	-55%	-$3.12M	0.26%	99
2025 Q4	$5.9M	Buy	21,303 +17,160	+414%	+$4.75M	0.88%	26
2025 Q3	$1.13M	Buy	+4,143	New	+$1.07M	0.25%	77
2025 Q2	–	Sell	-25,240	Closed	-$5.32M	–	294
2025 Q1	$5.32M	Buy	25,240 +868	+4%	+$200K	1.03%	18
2024 Q4	$5.73M	Buy	+24,372	New	+$5.6M	1.12%	16

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

AssuredPartners Investment Advisors's IWY Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 81% in Q2 2026, buying an estimated $2.17M and bringing the position to 17,214 shares worth $5M. The position accounts for 0.48% of the portfolio, ranked #54.

AssuredPartners Investment Advisors first reported a position in IWY in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.9M in Q4 2025. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

AssuredPartners Investment Advisors held 17,214 shares of iShares Russell Top 200 Growth ETF worth $5M as of Q2 2026.
AssuredPartners Investment Advisors bought 7,691 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $2.17M.
iShares Russell Top 200 Growth ETF made up 0.48% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #54 holding.
AssuredPartners Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's iShares Russell Top 200 Growth ETF position peaked at $5.9M in Q4 2025.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.