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Commonwealth Retirement Investments’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Commonwealth Retirement Investments’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 		$155K Buy
+534
New +$151K 0.04% 137
2026
Q1 		– Sell
-373
Closed -$103K – 279
2025
Q4 		$103K Buy
+373
New +$103K 0.03% 148

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 19.28% 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

Commonwealth Retirement Investments's IWY Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 534 shares worth $155K. The stake represents 0.04% of the portfolio and ranks #137 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in IWY as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in IWY in Q4 2025 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Commonwealth Retirement Investments held 534 shares of iShares Russell Top 200 Growth ETF worth $155K as of Q2 2026.
  • iShares Russell Top 200 Growth ETF was a new Commonwealth Retirement Investments position in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.04% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #137 holding.
  • Commonwealth Retirement Investments first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.