Boulay Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Boulay Financial 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	$179M	Buy	617,030 +6,949	+1%	+$1.96M	16.6%	3
2026 Q1	$152M	Buy	610,081 +20,929	+4%	+$5.54M	17.42%	3
2025 Q4	$163M	Buy	589,152 +16,947	+3%	+$4.7M	19.18%	3
2025 Q3	$157M	Sell	572,205 -14,072	-2%	-$3.64M	21.98%	3
2025 Q2	$145M	Buy	+586,277	New	+$131M	21.8%	3

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

Boulay Financial Advisors's IWY Position: Q2 2026 in Review

Boulay Financial Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.1% in Q2 2026, buying an estimated $1.96M and bringing the position to 617,030 shares worth $179M. The position accounts for 16.6% of the portfolio, ranked #3.

Boulay Financial Advisors first reported a position in IWY in Q2 2025 and has held it in 5 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Boulay Financial Advisors held 617,030 shares of iShares Russell Top 200 Growth ETF worth $179M as of Q2 2026.
Boulay Financial Advisors bought 6,949 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.96M.
iShares Russell Top 200 Growth ETF made up 16.6% of Boulay Financial Advisors's portfolio in Q2 2026, its #3 holding.
Boulay Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 5 quarters since.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Boulay Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.