Belpointe Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Belpointe Asset 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	$3.57M	Sell	12,281 -2,164	-15%	-$611K	0.12%	162
2026 Q1	$3.59M	Buy	14,445 +1,214	+9%	+$322K	0.13%	141
2025 Q4	$3.66M	Sell	13,231 -5,070	-28%	-$1.4M	0.13%	132
2025 Q3	$5.01M	Buy	18,301 +4,080	+29%	+$1.06M	0.19%	94
2025 Q2	$3.51M	Buy	14,221 +6,004	+73%	+$1.34M	0.15%	123
2025 Q1	$1.73M	Buy	+8,217	New	+$1.89M	0.09%	208
2023 Q2	–	Sell	-4,985	Closed	-$693K	–	1973
2023 Q1	$693K	Buy	4,985 +3,905	+362%	+$507K	0.04%	433
2022 Q4	$130K	Buy	1,080 +9	+0.8%	+$1.12K	0.01%	1103
2022 Q3	$128K	Buy	1,071 +14	+1%	+$1.88K	0.01%	1034
2022 Q2	$133K	Hold	1,057	–	–	0.01%	994
2022 Q1	$167K	Sell	1,057 -49	-4%	-$7.64K	0.01%	978
2021 Q4	$192K	Sell	1,106 -3,464	-76%	-$577K	0.01%	918
2021 Q3	$698K	Buy	4,570 +1,666	+57%	+$263K	0.05%	413
2021 Q2	$437K	Buy	2,904 +1,873	+182%	+$268K	0.03%	540
2021 Q1	$139K	Buy	+1,031	New	+$138K	0.01%	882

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

Belpointe Asset Management's IWY Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 15% in Q2 2026, selling an estimated $611K and leaving 12,281 shares worth $3.57M. The position accounts for 0.12% of the portfolio, ranked #162.

Belpointe Asset Management first reported a position in IWY in Q1 2021 and has held it in 15 quarters since. The position peaked at $5.01M in Q3 2025. 685 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Belpointe Asset Management held 12,281 shares of iShares Russell Top 200 Growth ETF worth $3.57M as of Q2 2026.
Belpointe Asset Management sold 2,164 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $611K.
iShares Russell Top 200 Growth ETF made up 0.12% of Belpointe Asset Management's portfolio in Q2 2026, its #162 holding.
Belpointe Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2021 and has held it in 15 quarters since.
Belpointe Asset Management's iShares Russell Top 200 Growth ETF position peaked at $5.01M in Q3 2025.
685 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.