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

CGC Financial 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 		$13.9M Buy
47,947
+9,695
+25% +$2.74M 3.13% 10
2026
Q1 		$9.52M Sell
38,252
-95
-0.2% -$25.2K 2.75% 8
2025
Q4 		$10.6M Buy
38,347
+1,197
+3% +$332K 2.84% 9
2025
Q3 		$10.2M Buy
37,150
+5,369
+17% +$1.39M 2.8% 10
2025
Q2 		$7.83M Buy
+31,781
New +$7.07M 2.65% 8

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

CGC Financial Services's IWY Position: Q2 2026 in Review

CGC Financial Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 25% in Q2 2026, buying an estimated $2.74M and bringing the position to 47,947 shares worth $13.9M. The position accounts for 3.13% of the portfolio, ranked #10.

CGC Financial Services first reported a position in IWY in Q2 2025 and has held it in 5 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • CGC Financial Services held 47,947 shares of iShares Russell Top 200 Growth ETF worth $13.9M as of Q2 2026.
  • CGC Financial Services bought 9,695 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $2.74M.
  • iShares Russell Top 200 Growth ETF made up 3.13% of CGC Financial Services's portfolio in Q2 2026, its #10 holding.
  • CGC Financial Services first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.