Centaurus Financial’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Centaurus Financial’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	$198K	Sell	682 -422	-38%	-$119K	0.01%	891
2026 Q1	$275K	Hold	1,104	–	–	0.01%	719
2025 Q4	$306K	Hold	1,104	–	–	0.01%	677
2025 Q3	$302K	Buy	1,104 +421	+62%	+$109K	0.01%	670
2025 Q2	$168K	Sell	683 -19	-3%	-$4.23K	0.01%	782
2025 Q1	$148K	Buy	702 +169	+32%	+$38.9K	0.01%	767
2024 Q4	$125K	Sell	533 -11	-2%	-$2.52K	0.01%	811
2024 Q3	$120K	Buy	544 +11	+2%	+$2.34K	0.01%	780
2024 Q2	$114K	Sell	533 -79	-13%	-$15.7K	0.01%	750
2024 Q1	$119K	Hold	612	–	–	0.01%	728
2023 Q4	$107K	Buy	+612	New	+$100K	0.01%	740
2022 Q1	–	Sell	-750	Closed	-$130K	–	938
2021 Q4	$130K	Sell	750 -19	-2%	-$3.17K	0.01%	815
2021 Q3	$117K	Sell	769 -7	-0.9%	-$1.1K	0.01%	814
2021 Q2	$117K	Sell	776 -160	-17%	-$22.9K	0.01%	820
2021 Q1	$126K	Buy	936 +133	+17%	+$17.8K	0.01%	730
2020 Q4	$107K	Buy	+803	New	+$101K	0.01%	741
2020 Q3	–	Sell	-16,826	Closed	-$1.79M	–	676
2020 Q2	$1.79M	Buy	+16,826	New	+$1.65M	0.27%	99
2018 Q3	–	Sell	-821	Closed	-$64K	–	1300
2018 Q2	$64K	Buy	+821	New	+$62.9K	0.01%	855

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

Centaurus Financial's IWY Position: Q2 2026 in Review

Centaurus Financial reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 38% in Q2 2026, selling an estimated $119K and leaving 682 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #891.

Centaurus Financial first reported a position in IWY in Q2 2018 and has held it in 18 quarters since. The position peaked at $1.79M in Q2 2020. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Centaurus Financial held 682 shares of iShares Russell Top 200 Growth ETF worth $198K as of Q2 2026.
Centaurus Financial sold 422 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $119K.
iShares Russell Top 200 Growth ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #891 holding.
Centaurus Financial first reported a position in iShares Russell Top 200 Growth ETF in Q2 2018 and has held it in 18 quarters since.
Centaurus Financial's iShares Russell Top 200 Growth ETF position peaked at $1.79M in Q2 2020.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.