Blue Trust Inc’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Blue Trust 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	$347K	Buy	1,194 +13	+1%	+$3.67K	﹤0.01%	600
2026 Q1	$294K	Hold	1,181	–	–	﹤0.01%	656
2025 Q4	$327K	Hold	1,181	–	–	﹤0.01%	623
2025 Q3	$323K	Hold	1,181	–	–	﹤0.01%	636
2025 Q2	$291K	Buy	1,181 +633	+116%	+$141K	﹤0.01%	639
2025 Q1	$116K	Hold	548	–	–	﹤0.01%	928
2024 Q4	$129K	Buy	+548	New	+$126K	﹤0.01%	827

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

Blue Trust Inc's IWY Position: Q2 2026 in Review

Blue Trust Inc increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.1% in Q2 2026, buying an estimated $3.67K and bringing the position to 1,194 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Blue Trust Inc first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Blue Trust Inc held 1,194 shares of iShares Russell Top 200 Growth ETF worth $347K as of Q2 2026.
Blue Trust Inc bought 13 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $3.67K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #600 holding.
Blue Trust Inc first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.