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Confluence Wealth Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Confluence Wealth Services’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 		$1.07M Buy
3,682
+340
+10% +$96K 0.03% 219
2026
Q1 		$832K Sell
3,342
-232
-6% -$61.5K 0.03% 213
2025
Q4 		$990K Sell
3,574
-221
-6% -$61.2K 0.04% 186
2025
Q3 		$1.04M Sell
3,795
-4
-0.1% -$1.03K 0.05% 171
2025
Q2 		$936K Buy
3,799
+2,594
+215% +$577K 0.05% 180
2025
Q1 		$246K Sell
1,205
-66
-5% -$15.2K 0.02% 313
2024
Q4 		$309K Sell
1,271
-41
-3% -$9.41K 0.02% 275
2024
Q3 		$289K Sell
1,312
-14
-1% -$2.98K 0.02% 288
2024
Q2 		$284K Sell
1,326
-6
-0.5% -$1.2K 0.02% 305
2024
Q1 		$260K Sell
1,332
-27
-2% -$5.05K 0.02% 293
2023
Q4 		$238K Sell
1,359
-26
-2% -$4.27K 0.03% 267
2023
Q3 		$213K Sell
1,385
-51
-4% -$8.13K 0.04% 246
2023
Q2 		$228K Buy
+1,436
New +$209K 0.05% 245
2022
Q1 		– Sell
-1,114
Closed -$193K – 700
2021
Q4 		$193K Buy
+1,114
New +$186K 0.06% 231

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

Confluence Wealth Services's IWY Position: Q2 2026 in Review

Confluence Wealth Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 10% in Q2 2026, buying an estimated $96K and bringing the position to 3,682 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #219.

Confluence Wealth Services first reported a position in IWY in Q4 2021 and has held it in 14 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Confluence Wealth Services held 3,682 shares of iShares Russell Top 200 Growth ETF worth $1.07M as of Q2 2026.
  • Confluence Wealth Services bought 340 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $96K.
  • iShares Russell Top 200 Growth ETF made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #219 holding.
  • Confluence Wealth Services first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 14 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.