BEI
IWY icon

Benjamin Edwards Inc’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Benjamin Edwards Inc’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 		$1.47M Buy
5,057
+288
+6% +$81.3K 0.01% 665
2026
Q1 		$1.19M Buy
4,769
+487
+11% +$129K 0.01% 694
2025
Q4 		$1.19M Sell
4,282
-290
-6% -$80.3K 0.01% 652
2025
Q3 		$1.25M Buy
4,572
+3,352
+275% +$867K 0.01% 620
2025
Q2 		$301K Buy
+1,220
New +$272K ﹤0.01% 992
2025
Q1 		– Sell
-3,290
Closed -$776K – 1124
2024
Q4 		$776K Buy
3,290
+99
+3% +$22.7K 0.01% 690
2024
Q3 		$705K Buy
3,191
+1,708
+115% +$363K 0.01% 695
2024
Q2 		$318K Sell
1,483
-47
-3% -$9.37K 0.06% 278
2024
Q1 		$299K Sell
1,530
-15
-1% -$2.8K 0.06% 282
2023
Q4 		$271K Sell
1,545
-35
-2% -$5.75K 0.06% 272
2023
Q3 		$243K Buy
1,580
+34
+2% +$5.42K 0.06% 251
2023
Q2 		$245K Buy
1,546
+74
+5% +$10.8K 0.06% 249
2023
Q1 		$205K Buy
1,472
+2
+0.1% +$260 0.05% 272
2022
Q4 		$177K Sell
1,470
-1,403
-49% -$174K 0.05% 273
2022
Q3 		$343K Buy
2,873
+45
+2% +$6.04K 0.1% 196
2022
Q2 		$354K Sell
2,828
-52
-2% -$7.14K 0.1% 196
2022
Q1 		$457K Buy
2,880
+93
+3% +$14.5K 0.13% 177
2021
Q4 		$483K Buy
+2,787
New +$464K 0.16% 154

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 19.34% 1-Year Est. Return
Ameriprise
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Benjamin Edwards Inc's IWY Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Russell Top 200 Growth ETF (IWY) stake by 6% in Q2 2026, buying an estimated $81.3K and bringing the position to 5,057 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #665.

Benjamin Edwards Inc first reported a position in IWY in Q4 2021 and has held it in 18 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Benjamin Edwards Inc held 5,057 shares of iShares Russell Top 200 Growth ETF worth $1.47M as of Q2 2026.
  • Benjamin Edwards Inc bought 288 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $81.3K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #665 holding.
  • Benjamin Edwards Inc first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.