CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	$39.1M	Sell	134,581 -15,941	-11%	-$4.5M	0.51%	32
2026 Q1	$37.5M	Sell	150,522 -10,531	-7%	-$2.79M	0.55%	33
2025 Q4	$44.6M	Sell	161,053 -10,572	-6%	-$2.93M	0.67%	31
2025 Q3	$47M	Sell	171,625 -16,029	-9%	-$4.15M	0.74%	29
2025 Q2	$46.3M	Sell	187,654 -17,073	-8%	-$3.8M	0.78%	28
2025 Q1	$43.2M	Sell	204,727 -46,500	-19%	-$10.7M	0.81%	27
2024 Q4	$59.1M	Sell	251,227 -14,882	-6%	-$3.42M	1.15%	24
2024 Q3	$58.6M	Sell	266,109 -4,692	-2%	-$998K	1.35%	22
2024 Q2	$58.1M	Sell	270,801 -5,777	-2%	-$1.15M	1.25%	23
2024 Q1	$54M	Buy	+276,578	New	+$51.7M	1.23%	23
2021 Q4	–	Sell	-4,562	Closed	-$696K	–	230
2021 Q3	$696K	Hold	4,562	–	–	0.03%	181
2021 Q2	$687K	Buy	+4,562	New	+$653K	0.03%	189

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

CLA (CliftonLarsonAllen) Wealth Advisors's IWY Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 11% in Q2 2026, selling an estimated $4.5M and leaving 134,581 shares worth $39.1M. The position accounts for 0.51% of the portfolio, ranked #32.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IWY in Q2 2021 and has held it in 12 quarters since. The position peaked at $59.1M in Q4 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 134,581 shares of iShares Russell Top 200 Growth ETF worth $39.1M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 15,941 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $4.5M.
iShares Russell Top 200 Growth ETF made up 0.51% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #32 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and has held it in 12 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $59.1M in Q4 2024.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.