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Baltimore-Washington Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Baltimore-Washington Financial 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 		$577K Sell
1,984
-61
-3% -$17.2K 0.02% 118
2026
Q1 		$509K Sell
2,045
-151
-7% -$40K 0.02% 119
2025
Q4 		$608K Sell
2,196
-103
-4% -$28.5K 0.03% 107
2025
Q3 		$629K Sell
2,299
-236
-9% -$61.1K 0.03% 109
2025
Q2 		$625K Sell
2,535
-50,492
-95% -$11.2M 0.03% 106
2025
Q1 		$11.2M Buy
53,027
+1,677
+3% +$386K 0.59% 56
2024
Q4 		$12.1M Buy
51,350
+2,606
+5% +$598K 0.62% 52
2024
Q3 		$10.7M Buy
48,744
+1,537
+3% +$327K 0.58% 56
2024
Q2 		$10.1M Buy
47,207
+1,922
+4% +$383K 0.59% 56
2024
Q1 		$8.84M Buy
45,285
+2,570
+6% +$480K 0.55% 60
2023
Q4 		$7.48M Buy
42,715
+3,833
+10% +$629K 0.52% 64
2023
Q3 		$5.98M Buy
38,882
+2,362
+6% +$377K 0.48% 68
2023
Q2 		$5.79M Buy
36,520
+24,960
+216% +$3.64M 0.46% 69
2023
Q1 		$1.61M Buy
11,560
+2,651
+30% +$344K 0.14% 92
2022
Q4 		$1.07M Buy
8,909
+6,510
+271% +$809K 0.11% 92
2022
Q3 		$286K Buy
+2,399
New +$322K 0.02% 127

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

Baltimore-Washington Financial Advisors's IWY Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3% in Q2 2026, selling an estimated $17.2K and leaving 1,984 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #118.

Baltimore-Washington Financial Advisors first reported a position in IWY in Q3 2022 and has held it in 16 quarters since. The position peaked at $12.1M in Q4 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 1,984 shares of iShares Russell Top 200 Growth ETF worth $577K as of Q2 2026.
  • Baltimore-Washington Financial Advisors sold 61 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $17.2K.
  • iShares Russell Top 200 Growth ETF made up 0.02% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #118 holding.
  • Baltimore-Washington Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • Baltimore-Washington Financial Advisors's iShares Russell Top 200 Growth ETF position peaked at $12.1M in Q4 2024.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.