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

Axxcess 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	$8.99M	Buy	+30,927	New	+$8.73M	0.14%	142
2026 Q1	–	Sell	-31,492	Closed	-$8.72M	–	711
2025 Q4	$8.72M	Buy	31,492 +10,068	+47%	+$2.79M	0.15%	134
2025 Q3	$5.86M	Buy	21,424 +86	+0.4%	+$22.2K	0.12%	141
2025 Q2	$5.26M	Sell	21,338 -10,730	-33%	-$2.39M	0.12%	144
2025 Q1	$6.76M	Sell	32,068 -11,688	-27%	-$2.69M	0.18%	105
2024 Q4	$10.3M	Buy	43,756 +9,941	+29%	+$2.28M	0.25%	72
2024 Q3	$7.44M	Buy	33,815 +26,555	+366%	+$5.65M	0.18%	99
2024 Q2	$1.56M	Buy	+7,260	New	+$1.45M	0.04%	299

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

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

Axxcess Wealth Management opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 30,927 shares worth $8.99M. The stake represents 0.14% of the portfolio and ranks #142 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IWY as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IWY in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.3M in Q4 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Axxcess Wealth Management held 30,927 shares of iShares Russell Top 200 Growth ETF worth $8.99M as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.14% of Axxcess Wealth Management's portfolio in Q2 2026, its #142 holding.
Axxcess Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Axxcess Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $10.3M in Q4 2024.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.