Colonial Trust’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Colonial Trust’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	$185K	Hold	636	–	–	0.02%	305
2026 Q1	$158K	Hold	636	–	–	0.02%	337
2025 Q4	$176K	Hold	636	–	–	0.02%	317
2025 Q3	$174K	Hold	636	–	–	0.02%	336
2025 Q2	$157K	Sell	636 -825	-56%	-$184K	0.02%	349
2025 Q1	$308K	Hold	1,461	–	–	0.05%	223
2024 Q4	$344K	Sell	1,461 -300	-17%	-$68.9K	0.05%	218
2024 Q3	$388K	Hold	1,761	–	–	0.06%	203
2024 Q2	$378K	Sell	1,761 -980	-36%	-$195K	0.07%	180
2024 Q1	$535K	Hold	2,741	–	–	0.1%	143
2023 Q4	$480K	Buy	2,741 +1,960	+251%	+$322K	0.1%	151
2023 Q3	$120K	Hold	781	–	–	0.03%	306
2023 Q2	$124K	Hold	781	–	–	0.03%	307
2023 Q1	$107K	Hold	781	–	–	0.03%	325
2022 Q4	$94.3K	Buy	+781	New	+$97.1K	0.03%	319

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

Colonial Trust's IWY Position: Q2 2026 in Review

Colonial Trust held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 636 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #305.

Colonial Trust first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. The position peaked at $535K in Q1 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Colonial Trust held 636 shares of iShares Russell Top 200 Growth ETF worth $185K as of Q2 2026.
Colonial Trust left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of Colonial Trust's portfolio in Q2 2026, its #305 holding.
Colonial Trust first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Colonial Trust's iShares Russell Top 200 Growth ETF position peaked at $535K in Q1 2024.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.