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

Clayton Financial 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 		– Sell
-257
Closed -$64K – 332
2026
Q1 		$64K Hold
257
– – 0.03% 130
2025
Q4 		$71.2K Hold
257
– – 0.04% 125
2025
Q3 		$70.3K Buy
+257
New +$66.5K 0.05% 84

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

Clayton Financial Group's IWY Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2026, closing a stake of 257 shares — an estimated $64K sold.

Clayton Financial Group first reported a position in IWY in Q3 2025 and held it in 3 quarters. The position peaked at $71.2K in Q4 2025. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Clayton Financial Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 257 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $64K.
  • Clayton Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's iShares Russell Top 200 Growth ETF position peaked at $71.2K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.