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

Beacon Pointe 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	$805K	Buy	2,770 +1,105	+66%	+$312K	﹤0.01%	1135
2026 Q1	$414K	Buy	+1,665	New	+$441K	﹤0.01%	1378
2025 Q3	–	Sell	-1,013	Closed	-$250K	–	1456
2025 Q2	$250K	Buy	1,013 +1	+0.1%	+$223	﹤0.01%	1118
2025 Q1	$213K	Buy	1,012 +15	+2%	+$3.45K	﹤0.01%	1132
2024 Q4	$235K	Buy	997 +1	+0.1%	+$230	﹤0.01%	1097
2024 Q3	$219K	Buy	996 +1	+0.1%	+$213	﹤0.01%	1129
2024 Q2	$213K	Buy	+995	New	+$198K	﹤0.01%	1175

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

Beacon Pointe Advisors's IWY Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 66% in Q2 2026, buying an estimated $312K and bringing the position to 2,770 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Beacon Pointe Advisors first reported a position in IWY in Q2 2024 and has held it in 7 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Beacon Pointe Advisors held 2,770 shares of iShares Russell Top 200 Growth ETF worth $805K as of Q2 2026.
Beacon Pointe Advisors bought 1,105 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $312K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1135 holding.
Beacon Pointe Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 7 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.