Cerity Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cerity Partners’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	$1.31M	Sell	4,522 -159	-3%	-$44.9K	﹤0.01%	1822
2026 Q1	$1.16M	Buy	4,681 +98	+2%	+$26K	﹤0.01%	1776
2025 Q4	$1.27M	Sell	4,583 -96	-2%	-$26.6K	﹤0.01%	1588
2025 Q3	$1.28M	Buy	4,679 +5	+0.1%	+$1.29K	﹤0.01%	1485
2025 Q2	$1.15M	Buy	4,674 +1	+0%	+$223	﹤0.01%	1456
2025 Q1	$986K	Buy	4,673 +94	+2%	+$21.6K	﹤0.01%	1433
2024 Q4	$1.08M	Sell	4,579 -3,331	-42%	-$765K	﹤0.01%	1375
2024 Q3	$1.74M	Buy	7,910 +5,436	+220%	+$1.16M	﹤0.01%	1151
2024 Q2	$531K	Buy	2,474 +1,033	+72%	+$206K	﹤0.01%	1518
2024 Q1	$281K	Buy	+1,441	New	+$269K	﹤0.01%	1907

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

Cerity Partners's IWY Position: Q2 2026 in Review

Cerity Partners reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3.4% in Q2 2026, selling an estimated $44.9K and leaving 4,522 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Cerity Partners first reported a position in IWY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.74M in Q3 2024. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Cerity Partners held 4,522 shares of iShares Russell Top 200 Growth ETF worth $1.31M as of Q2 2026.
Cerity Partners sold 159 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $44.9K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1822 holding.
Cerity Partners first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Cerity Partners's iShares Russell Top 200 Growth ETF position peaked at $1.74M in Q3 2024.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.