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

Beaird Harris 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
Q1 		– Sell
-953
Closed -$264K – 710
2025
Q4 		$264K Buy
+953
New +$264K 0.02% 122

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 19.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Beaird Harris Wealth Management's IWY Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2026, closing a stake of 953 shares — an estimated $264K sold.

Beaird Harris Wealth Management first reported a position in IWY in Q4 2025 and held it in 1 quarter. The position peaked at $264K in Q4 2025. 644 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Beaird Harris Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 953 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $264K.
  • Beaird Harris Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Beaird Harris Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $264K in Q4 2025.
  • 644 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.