Carnegie Investment Counsel’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Carnegie Investment Counsel’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	$360K	Hold	1,240	–	–	0.01%	450
2026 Q1	$309K	Hold	1,240	–	–	0.01%	478
2025 Q4	$343K	Hold	1,240	–	–	0.01%	457
2025 Q3	$339K	Sell	1,240 -559	-31%	-$145K	0.01%	452
2025 Q2	$443K	Buy	+1,799	New	+$400K	0.01%	409

Other funds holding IWY

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Carnegie Investment Counsel's IWY Position: Q2 2026 in Review

Carnegie Investment Counsel held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,240 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #450.

Carnegie Investment Counsel first reported a position in IWY in Q2 2025 and has held it in 5 quarters since. The position peaked at $443K in Q2 2025. 435 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Carnegie Investment Counsel held 1,240 shares of iShares Russell Top 200 Growth ETF worth $360K as of Q2 2026.
Carnegie Investment Counsel left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #450 holding.
Carnegie Investment Counsel first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 5 quarters since.
Carnegie Investment Counsel's iShares Russell Top 200 Growth ETF position peaked at $443K in Q2 2025.
435 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.