Compton Wealth Advisory Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Compton Wealth Advisory 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	$33.8M	Sell	117,409 -1,453	-1%	-$410K	6.82%	2
2026 Q1	$29.8M	Buy	118,862 +630	+0.5%	+$167K	6.64%	2
2025 Q4	$32.7M	Sell	118,232 -1,448	-1%	-$401K	7.16%	2
2025 Q3	$32.8M	Sell	119,680 -1,585	-1%	-$410K	7.58%	2
2025 Q2	$29.9M	Sell	121,265 -1,739	-1%	-$387K	7.56%	2
2025 Q1	$25.9M	Sell	123,004 -1,538	-1%	-$354K	7.2%	2
2024 Q4	$29.3M	Sell	124,542 -10,083	-7%	-$2.31M	7.56%	2
2024 Q3	$29.6M	Sell	134,625 -5,737	-4%	-$1.22M	7.48%	2
2024 Q2	$30.1M	Sell	140,362 -2,348	-2%	-$468K	8.02%	2
2024 Q1	$27.8M	Sell	142,710 -1,530	-1%	-$286K	7.62%	2
2023 Q4	$25.3M	Buy	144,240 +9,062	+7%	+$1.49M	7.93%	2
2023 Q3	$20.8M	Buy	135,178 +41,177	+44%	+$6.57M	7.14%	3
2023 Q2	$14.9M	Sell	94,001 -1,124	-1%	-$164K	4.97%	3
2023 Q1	$13.2M	Buy	95,125 +43,056	+83%	+$5.59M	4.57%	3
2022 Q4	$6.28M	Sell	52,069 -29,014	-36%	-$3.61M	2.45%	13
2022 Q3	$9.69M	Buy	81,083 +33,749	+71%	+$4.53M	4.12%	8
2022 Q2	$5.93M	Buy	47,334 +23,405	+98%	+$3.21M	2.55%	13
2022 Q1	$3.8M	Sell	23,929 -12	-0.1%	-$1.87K	1.47%	19
2021 Q4	$4.15M	Buy	23,941 +1,065	+5%	+$177K	1.78%	18
2021 Q3	$3.49M	Buy	22,876 +1,392	+6%	+$220K	1.64%	18
2021 Q2	$3.24M	Buy	21,484 +1,846	+9%	+$264K	1.51%	18
2021 Q1	$2.64M	Buy	19,638 +22	+0.1%	+$2.95K	1.51%	19
2020 Q4	$2.61M	Buy	19,616 +1,035	+6%	+$131K	1.63%	19
2020 Q3	$2.25M	Buy	18,581 +12,440	+203%	+$1.47M	1.69%	18
2020 Q2	$655K	Buy	+6,141	New	+$602K	0.7%	44

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

Compton Wealth Advisory Group's IWY Position: Q2 2026 in Review

Compton Wealth Advisory Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.2% in Q2 2026, selling an estimated $410K and leaving 117,409 shares worth $33.8M. The position accounts for 6.82% of the portfolio, ranked #2.

Compton Wealth Advisory Group first reported a position in IWY in Q2 2020 and has held it in 25 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Compton Wealth Advisory Group held 117,409 shares of iShares Russell Top 200 Growth ETF worth $33.8M as of Q2 2026.
Compton Wealth Advisory Group sold 1,453 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $410K.
iShares Russell Top 200 Growth ETF made up 6.82% of Compton Wealth Advisory Group's portfolio in Q2 2026, its #2 holding.
Compton Wealth Advisory Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and has held it in 25 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.