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

BCU Wealth 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	$408K	Buy	1,403 +2	+0.1%	+$565	0.14%	43
2026 Q1	$349K	Sell	1,401 -39	-3%	-$10.3K	0.13%	47
2025 Q4	$399K	Buy	1,440 +1	+0.1%	+$277	0.15%	42
2025 Q3	$394K	Sell	1,439 -1	-0.1%	-$259	0.16%	43
2025 Q2	$355K	Buy	1,440 +2	+0.1%	+$445	0.16%	43
2025 Q1	$303K	Buy	1,438 +1	+0.1%	+$230	0.16%	42
2024 Q4	$338K	Buy	1,437 +2	+0.1%	+$459	0.19%	40
2024 Q3	$316K	Buy	1,435 +2	+0.1%	+$426	0.19%	40
2024 Q2	$307K	Buy	1,433 +1	+0.1%	+$199	0.23%	38
2024 Q1	$279K	Buy	1,432 +2	+0.1%	+$374	0.24%	39
2023 Q4	$251K	Buy	+1,430	New	+$235K	0.27%	39

Other funds holding IWY

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

BCU Wealth Advisors's IWY Position: Q2 2026 in Review

BCU Wealth Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.14% in Q2 2026, buying an estimated $565 and bringing the position to 1,403 shares worth $408K. The position accounts for 0.14% of the portfolio, ranked #43.

BCU Wealth Advisors first reported a position in IWY in Q4 2023 and has held it in 11 quarters since. 138 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

BCU Wealth Advisors held 1,403 shares of iShares Russell Top 200 Growth ETF worth $408K as of Q2 2026.
BCU Wealth Advisors bought 2 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $565.
iShares Russell Top 200 Growth ETF made up 0.14% of BCU Wealth Advisors's portfolio in Q2 2026, its #43 holding.
BCU Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 11 quarters since.
138 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.