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

Ballast 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	$863K	Hold	2,969	–	–	0.21%	56
2026 Q1	$739K	Hold	2,969	–	–	0.22%	57
2025 Q4	$822K	Hold	2,969	–	–	0.23%	55
2025 Q3	$812K	Hold	2,969	–	–	0.22%	58
2025 Q2	$732K	Hold	2,969	–	–	0.22%	60
2025 Q1	$626K	Hold	2,969	–	–	0.2%	61
2024 Q4	$699K	Hold	2,969	–	–	0.22%	61
2024 Q3	$653K	Hold	2,969	–	–	0.2%	63
2024 Q2	$637K	Buy	2,969 +76	+3%	+$15.1K	0.2%	64
2024 Q1	$564K	Buy	2,893 +72	+3%	+$13.5K	0.19%	66
2023 Q4	$494K	Buy	2,821 +111	+4%	+$18.2K	0.18%	68
2023 Q3	$417K	Hold	2,710	–	–	0.17%	75
2023 Q2	$430K	Buy	2,710 +83	+3%	+$12.1K	0.16%	67
2023 Q1	$365K	Hold	2,627	–	–	0.15%	77
2022 Q4	$317K	Hold	2,627	–	–	0.14%	84
2022 Q3	$314K	Hold	2,627	–	–	0.15%	78
2022 Q2	$329K	Hold	2,627	–	–	0.15%	77
2022 Q1	$417K	Hold	2,627	–	–	0.16%	73
2021 Q4	$455K	Hold	2,627	–	–	0.17%	64
2021 Q3	$401K	Hold	2,627	–	–	0.17%	66
2021 Q2	$396K	Hold	2,627	–	–	0.17%	64
2021 Q1	$353K	Hold	2,627	–	–	0.16%	68
2020 Q4	$349K	Hold	2,627	–	–	0.18%	65
2020 Q3	$319K	Hold	2,627	–	–	0.2%	64
2020 Q2	$280K	Hold	2,627	–	–	0.2%	70
2020 Q1	$221K	Hold	2,627	–	–	0.21%	73
2019 Q4	$254K	Buy	+2,627	New	+$240K	0.19%	77

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

Ballast Advisors's IWY Position: Q2 2026 in Review

Ballast Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 2,969 shares worth $863K. The position accounts for 0.21% of the portfolio, ranked #56.

Ballast Advisors first reported a position in IWY in Q4 2019 and has held it in 27 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Ballast Advisors held 2,969 shares of iShares Russell Top 200 Growth ETF worth $863K as of Q2 2026.
Ballast Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.21% of Ballast Advisors's portfolio in Q2 2026, its #56 holding.
Ballast Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and has held it in 27 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.