Calton & Associates’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Calton & Associates’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	$266K	Sell	916 -348	-28%	-$98.3K	0.04%	336
2026 Q1	$315K	Buy	1,264 +127	+11%	+$33.6K	0.05%	314
2025 Q4	$315K	Buy	1,137 +1	+0.1%	+$277	0.05%	313
2025 Q3	$311K	Sell	1,136 -60	-5%	-$15.5K	0.05%	315
2025 Q2	$295K	Buy	1,196 +64	+6%	+$14.2K	0.05%	290
2025 Q1	$239K	Sell	1,132 -46	-4%	-$10.6K	0.05%	279
2024 Q4	$277K	Buy	+1,178	New	+$270K	0.12%	155
2024 Q3	–	Sell	-1,176	Closed	-$252K	–	262
2024 Q2	$252K	Buy	1,176 +1	+0.1%	+$199	0.13%	151
2024 Q1	$229K	Sell	1,175 -648	-36%	-$121K	0.11%	169
2023 Q4	$319K	Buy	+1,823	New	+$299K	0.13%	155
2018 Q1	–	Sell	-1,869	Closed	-$146K	–	823
2017 Q4	$146K	Buy	+1,869	New	+$133K	0.04%	408

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

Calton & Associates's IWY Position: Q2 2026 in Review

Calton & Associates reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 28% in Q2 2026, selling an estimated $98.3K and leaving 916 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #336.

Calton & Associates first reported a position in IWY in Q4 2017 and has held it in 11 quarters since. The position peaked at $319K in Q4 2023. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Calton & Associates held 916 shares of iShares Russell Top 200 Growth ETF worth $266K as of Q2 2026.
Calton & Associates sold 348 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $98.3K.
iShares Russell Top 200 Growth ETF made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #336 holding.
Calton & Associates first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 and has held it in 11 quarters since.
Calton & Associates's iShares Russell Top 200 Growth ETF position peaked at $319K in Q4 2023.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.