CBIZ Investment Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

CBIZ Investment Advisory 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	$20K	Hold	80	–	–	﹤0.01%	124
2026 Q1	$20K	Hold	80	–	–	﹤0.01%	124
2025 Q4	$22.3K	Hold	80	–	–	﹤0.01%	256
2025 Q3	$22K	Hold	80	–	–	﹤0.01%	241
2025 Q2	$19.8K	Hold	80	–	–	﹤0.01%	266
2025 Q1	$16.9K	Buy	+80	New	+$18.4K	﹤0.01%	254

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

CBIZ Investment Advisory Services's IWY Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 80 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #124.

CBIZ Investment Advisory Services first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.3K in Q4 2025. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

CBIZ Investment Advisory Services held 80 shares of iShares Russell Top 200 Growth ETF worth $20K as of Q2 2026.
CBIZ Investment Advisory Services 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 CBIZ Investment Advisory Services's portfolio in Q2 2026, its #124 holding.
CBIZ Investment Advisory Services first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
CBIZ Investment Advisory Services's iShares Russell Top 200 Growth ETF position peaked at $22.3K in Q4 2025.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.