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

Cannon Wealth Management Services’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	$289K	Hold	995	–	–	0.16%	75
2026 Q1	$248K	Hold	995	–	–	0.17%	77
2025 Q4	$276K	Hold	995	–	–	0.19%	70
2025 Q3	$272K	Hold	995	–	–	0.21%	70
2025 Q2	$245K	Hold	995	–	–	0.2%	71
2025 Q1	$216K	Sell	995 -113	-10%	-$26K	0.19%	71
2024 Q4	$261K	Hold	1,108	–	–	0.23%	66
2024 Q3	$244K	Buy	+1,108	New	+$236K	0.22%	69

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

Cannon Wealth Management Services's IWY Position: Q2 2026 in Review

Cannon Wealth Management Services held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 995 shares worth $289K. The position accounts for 0.16% of the portfolio, ranked #75.

Cannon Wealth Management Services first reported a position in IWY in Q3 2024 and has held it in 8 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Cannon Wealth Management Services held 995 shares of iShares Russell Top 200 Growth ETF worth $289K as of Q2 2026.
Cannon Wealth Management Services left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.16% of Cannon Wealth Management Services's portfolio in Q2 2026, its #75 holding.
Cannon Wealth Management Services first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 8 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.