B.O.S.S. Retirement Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

B.O.S.S. Retirement 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	$3.16M	Sell	10,873 -703	-6%	-$198K	0.85%	23
2026 Q1	$2.88M	Sell	11,576 -1,533	-12%	-$406K	0.88%	28
2025 Q4	$3.63M	Sell	13,109 -23,964	-65%	-$6.64M	1.14%	24
2025 Q3	$10.1M	Sell	37,073 -5,016	-12%	-$1.3M	2.43%	6
2025 Q2	$10.4M	Buy	42,089 +931	+2%	+$207K	2.61%	6
2025 Q1	$8.68M	Sell	41,158 -3,686	-8%	-$848K	2.52%	7
2024 Q4	$10.6M	Buy	44,844 +39,881	+804%	+$9.16M	2.95%	5
2024 Q3	$1.09M	Buy	4,963 +2,741	+123%	+$583K	0.22%	118
2024 Q2	$477K	Buy	+2,222	New	+$443K	0.12%	129
2024 Q1	–	Sell	-42,371	Closed	-$7.42M	–	188
2023 Q4	$7.42M	Buy	42,371 +900	+2%	+$148K	1.44%	8
2023 Q3	$6.38M	Buy	41,471 +5,971	+17%	+$952K	1.37%	9
2023 Q2	$5.63M	Buy	35,500 +4,464	+14%	+$651K	1.2%	11
2023 Q1	$4.31M	Buy	31,036 +1,755	+6%	+$228K	1.01%	15
2022 Q4	$3.53M	Buy	+29,281	New	+$3.64M	0.9%	19

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

B.O.S.S. Retirement Advisors's IWY Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 6.1% in Q2 2026, selling an estimated $198K and leaving 10,873 shares worth $3.16M. The position accounts for 0.85% of the portfolio, ranked #23.

B.O.S.S. Retirement Advisors first reported a position in IWY in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.6M in Q4 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

B.O.S.S. Retirement Advisors held 10,873 shares of iShares Russell Top 200 Growth ETF worth $3.16M as of Q2 2026.
B.O.S.S. Retirement Advisors sold 703 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $198K.
iShares Russell Top 200 Growth ETF made up 0.85% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #23 holding.
B.O.S.S. Retirement Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 14 quarters since.
B.O.S.S. Retirement Advisors's iShares Russell Top 200 Growth ETF position peaked at $10.6M in Q4 2024.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.