Bullock Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bullock Wealth 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	$68.4K	Hold	238	–	–	0.03%	252
2026 Q1	$59.6K	Hold	238	–	–	0.03%	259
2025 Q4	$65.8K	Buy	238 +1	+0.4%	+$277	0.03%	237
2025 Q3	$65.4K	Hold	237	–	–	0.03%	241
2025 Q2	$57.9K	Sell	237 -432	-65%	-$96.2K	0.03%	233
2025 Q1	$142K	Sell	669 -306	-31%	-$70.4K	0.08%	177
2024 Q4	$229K	Sell	975 -72	-7%	-$16.5K	0.13%	137
2024 Q3	$227K	Sell	1,047 -228	-18%	-$48.5K	0.14%	130
2024 Q2	$276K	Buy	1,275 +85	+7%	+$16.9K	0.18%	109
2024 Q1	$232K	Buy	+1,190	New	+$222K	0.16%	128

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Bullock Wealth Management's IWY Position: Q2 2026 in Review

Bullock Wealth Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 238 shares worth $68.4K. The position accounts for 0.03% of the portfolio, ranked #252.

Bullock Wealth Management first reported a position in IWY in Q1 2024 and has held it in 10 quarters since. The position peaked at $276K in Q2 2024. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Bullock Wealth Management held 238 shares of iShares Russell Top 200 Growth ETF worth $68.4K as of Q2 2026.
Bullock Wealth Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #252 holding.
Bullock Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $276K in Q2 2024.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.