Centerpoint Advisory Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Centerpoint Advisory Group’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	$251K	Hold	865	–	–	0.16%	100
2026 Q1	$215K	Buy	865 +100	+13%	+$26.5K	0.16%	100
2025 Q4	$212K	Hold	765	–	–	0.16%	101
2025 Q3	$209K	Buy	+765	New	+$198K	0.16%	103

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

Centerpoint Advisory Group's IWY Position: Q2 2026 in Review

Centerpoint Advisory Group held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 865 shares worth $251K. The position accounts for 0.16% of the portfolio, ranked #100.

Centerpoint Advisory Group first reported a position in IWY in Q3 2025 and has held it in 4 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Centerpoint Advisory Group held 865 shares of iShares Russell Top 200 Growth ETF worth $251K as of Q2 2026.
Centerpoint Advisory Group 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 Centerpoint Advisory Group's portfolio in Q2 2026, its #100 holding.
Centerpoint Advisory Group first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 4 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.