AWM
IWY icon

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

Avior 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 		$4.47M Sell
15,380
-493
-3% -$139K 0.12% 158
2026
Q1 		$3.95M Sell
15,873
-533
-3% -$141K 0.11% 167
2025
Q4 		$4.54M Sell
16,406
-390
-2% -$108K 0.14% 121
2025
Q3 		$4.6M Sell
16,796
-424
-2% -$110K 0.15% 116
2025
Q2 		$4.24M Sell
17,220
-575
-3% -$128K 0.15% 114
2025
Q1 		$3.75M Sell
17,795
-1,807
-9% -$416K 0.14% 120
2024
Q4 		$4.61M Sell
19,602
-1,279
-6% -$294K 0.17% 101
2024
Q3 		$4.59M Sell
20,881
-1,283
-6% -$273K 0.18% 93
2024
Q2 		$4.75M Sell
22,164
-1,391
-6% -$277K 0.2% 87
2024
Q1 		$4.6M Sell
23,555
-3,268
-12% -$611K 0.21% 89
2023
Q4 		$4.7M Sell
26,823
-6,379
-19% -$1.05M 0.28% 70
2023
Q3 		$5.11M Sell
33,202
-8,150
-20% -$1.3M 0.35% 64
2023
Q2 		$6.56M Sell
41,352
-6,746
-14% -$984K 0.43% 53
2023
Q1 		$6.68M Sell
48,098
-5,322
-10% -$691K 0.46% 50
2022
Q4 		$6.44M Buy
53,420
+44,017
+468% +$5.47M 0.49% 44
2022
Q3 		$1.12M Buy
9,403
+9,343
+15,572% +$1.25M 0.09% 153
2022
Q2 		$7K Hold
60
– – ﹤0.01% 818
2022
Q1 		$9K Hold
60
– – ﹤0.01% 843
2021
Q4 		$10K Sell
60
-114
-66% -$19K ﹤0.01% 800
2021
Q3 		$26K Buy
174
+113
+185% +$17.8K ﹤0.01% 623
2021
Q2 		$9K Buy
61
+1
+2% +$143 ﹤0.01% 762
2021
Q1 		$8K Hold
60
– – ﹤0.01% 787
2020
Q4 		$8K Hold
60
– – ﹤0.01% 739
2020
Q3 		$7K Hold
60
– – ﹤0.01% 725
2020
Q2 		$6K Buy
+60
New +$5.88K ﹤0.01% 708

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

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

Avior Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3.1% in Q2 2026, selling an estimated $139K and leaving 15,380 shares worth $4.47M. The position accounts for 0.12% of the portfolio, ranked #158.

Avior Wealth Management first reported a position in IWY in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.68M in Q1 2023. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Avior Wealth Management held 15,380 shares of iShares Russell Top 200 Growth ETF worth $4.47M as of Q2 2026.
  • Avior Wealth Management sold 493 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $139K.
  • iShares Russell Top 200 Growth ETF made up 0.12% of Avior Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Avior Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Avior Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $6.68M in Q1 2023.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.