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

BCGM 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	$1.19M	Sell	4,101 -1,173	-22%	-$331K	0.25%	83
2026 Q1	$1.31M	Buy	5,274 +3	+0.1%	+$795	0.33%	72
2025 Q4	$1.46M	Buy	5,271 +4	+0.1%	+$1.11K	0.37%	66
2025 Q3	$1.44M	Sell	5,267 -53	-1%	-$13.7K	0.38%	65
2025 Q2	$1.31M	Sell	5,320 -315	-6%	-$70.1K	0.37%	66
2025 Q1	$1.19M	Sell	5,635 -58	-1%	-$13.3K	0.37%	67
2024 Q4	$1.34M	Sell	5,693 -473	-8%	-$109K	0.42%	58
2024 Q3	$1.36M	Sell	6,166 -213	-3%	-$45.3K	0.44%	57
2024 Q2	$1.37M	Sell	6,379 -430	-6%	-$85.7K	0.47%	53
2024 Q1	$1.33M	Sell	6,809 -254	-4%	-$47.5K	0.48%	56
2023 Q4	$1.24M	Buy	7,063 +24	+0.3%	+$3.94K	0.5%	49
2023 Q3	$1.08M	Hold	7,039	–	–	0.5%	47
2023 Q2	$1.12M	Buy	7,039 +2,877	+69%	+$420K	0.49%	45
2023 Q1	$578K	Sell	4,162 -3,372	-45%	-$438K	0.29%	64
2022 Q4	$908K	Buy	7,534 +15	+0.2%	+$1.86K	0.44%	50
2022 Q3	$905K	Sell	7,519 -210	-3%	-$28.2K	0.45%	50
2022 Q2	$1.08M	Sell	7,729 -402	-5%	-$55.2K	0.55%	39
2022 Q1	$1.13M	Sell	8,131 -93	-1%	-$14.5K	0.61%	38
2021 Q4	$1.43M	Sell	8,224 -8	-0.1%	-$1.33K	0.77%	30
2021 Q3	$1.37M	Sell	8,232 -63	-0.8%	-$9.94K	0.76%	29
2021 Q2	$1.3M	Sell	8,295 -814	-9%	-$116K	0.77%	26
2021 Q1	$1.3M	Sell	9,109 -1,442	-14%	-$193K	0.89%	24
2020 Q4	$1.47M	Buy	+10,551	New	+$1.33M	1.04%	21

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

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

BCGM Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 22% in Q2 2026, selling an estimated $331K and leaving 4,101 shares worth $1.19M. The position accounts for 0.25% of the portfolio, ranked #83.

BCGM Wealth Management first reported a position in IWY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q4 2020. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

BCGM Wealth Management held 4,101 shares of iShares Russell Top 200 Growth ETF worth $1.19M as of Q2 2026.
BCGM Wealth Management sold 1,173 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $331K.
iShares Russell Top 200 Growth ETF made up 0.25% of BCGM Wealth Management's portfolio in Q2 2026, its #83 holding.
BCGM Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 23 quarters since.
BCGM Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $1.47M in Q4 2020.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.