Clearstead Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Clearstead 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	$169K	Hold	582	–	–	﹤0.01%	1109
2026 Q1	$145K	Hold	582	–	–	﹤0.01%	1053
2025 Q4	$161K	Sell	582 -182	-24%	-$50.4K	﹤0.01%	976
2025 Q3	$209K	Buy	+764	New	+$198K	﹤0.01%	872
2023 Q3	–	Sell	-13	Closed	-$2.06K	–	1542
2023 Q2	$2.06K	Hold	13	–	–	﹤0.01%	1142
2023 Q1	$1.81K	Hold	13	–	–	﹤0.01%	1153
2022 Q4	$1.57K	Hold	13	–	–	﹤0.01%	1126
2022 Q3	$2K	Buy	+13	New	+$1.75K	﹤0.01%	1079

Other funds holding IWY

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Clearstead Advisors's IWY Position: Q2 2026 in Review

Clearstead Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 582 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Clearstead Advisors first reported a position in IWY in Q3 2022 and has held it in 8 quarters since. The position peaked at $209K in Q3 2025. 435 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Clearstead Advisors held 582 shares of iShares Russell Top 200 Growth ETF worth $169K as of Q2 2026.
Clearstead Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1109 holding.
Clearstead Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2022 and has held it in 8 quarters since.
Clearstead Advisors's iShares Russell Top 200 Growth ETF position peaked at $209K in Q3 2025.
435 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.