Bartlett & Co Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bartlett & Co 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	$3.78K	Hold	13	–	–	﹤0.01%	1116
2026 Q1	$3.64K	Hold	13	–	–	﹤0.01%	1052
2025 Q4	$3.6K	Hold	13	–	–	﹤0.01%	1057
2025 Q3	$3.56K	Hold	13	–	–	﹤0.01%	1042
2025 Q2	$3.21K	Hold	13	–	–	﹤0.01%	1050
2025 Q1	$2.74K	Hold	13	–	–	﹤0.01%	1046
2024 Q4	$3.06K	Hold	13	–	–	﹤0.01%	1012
2024 Q3	$2.86K	Hold	13	–	–	﹤0.01%	1015
2024 Q2	$2.79K	Hold	13	–	–	﹤0.01%	1034
2024 Q1	$2.54K	Hold	13	–	–	﹤0.01%	1024
2023 Q4	$2.29K	Hold	13	–	–	﹤0.01%	1145
2023 Q3	$2K	Hold	13	–	–	﹤0.01%	1073
2023 Q2	$2.06K	Hold	13	–	–	﹤0.01%	1061
2023 Q1	$1.81K	Hold	13	–	–	﹤0.01%	987
2022 Q4	$1.57K	Hold	13	–	–	﹤0.01%	1030
2022 Q3	$1.55K	Sell	13 -5	-28%	-$671	﹤0.01%	1077
2022 Q2	$2.25K	Buy	18 +5	+38%	+$686	﹤0.01%	1164
2022 Q1	$2.06K	Buy	+13	New	+$2.03K	﹤0.01%	997

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

Bartlett & Co Wealth Management's IWY Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 13 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Bartlett & Co Wealth Management first reported a position in IWY in Q1 2022 and has held it in 18 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Bartlett & Co Wealth Management held 13 shares of iShares Russell Top 200 Growth ETF worth $3.78K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1116 holding.
Bartlett & Co Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 18 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.