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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
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 $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Boulay Financial Advisors's IWY Position: Q1 2026 in Review

Boulay Financial Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3.6% in Q1 2026, buying an estimated $5.54M and bringing the position to 610,081 shares worth $152M. The position accounts for 17.42% of the portfolio, ranked #3.

Boulay Financial Advisors first reported a position in IWY in Q2 2025 and has held it in 4 quarters since. The position peaked at $163M in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Boulay Financial Advisors held 610,081 shares of iShares Russell Top 200 Growth ETF worth $152M as of Q1 2026.
  • Boulay Financial Advisors bought 20,929 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $5.54M.
  • iShares Russell Top 200 Growth ETF made up 17.42% of Boulay Financial Advisors's portfolio in Q1 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 4 quarters since.
  • Boulay Financial Advisors's iShares Russell Top 200 Growth ETF position peaked at $163M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Boulay Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.