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Cassaday & Co Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cassaday & Co 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 		$179K Hold
615
– – ﹤0.01% 372
2026
Q1 		$153K Buy
+615
New +$163K ﹤0.01% 370

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $617B AUM 30.33% 1-Year Est. Return

Cassaday & Co Wealth Management's IWY Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 615 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Cassaday & Co Wealth Management first reported a position in IWY in Q1 2026 and has held it in 2 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Cassaday & Co Wealth Management held 615 shares of iShares Russell Top 200 Growth ETF worth $179K as of Q2 2026.
  • Cassaday & Co Wealth Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #372 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.