Continuum Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Continuum Advisory’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	$69.5K	Buy	+239	New	+$67.5K	0.01%	727
2025 Q2	–	Sell	-215	Closed	-$45.4K	–	1012
2025 Q1	$45.4K	Sell	215 -222	-51%	-$51.1K	0.01%	705
2024 Q4	$103K	Buy	437 +232	+113%	+$53.3K	0.01%	511
2024 Q3	$47.3K	Sell	205 -192	-48%	-$40.9K	0.01%	670
2024 Q2	$85.2K	Buy	397 +192	+94%	+$38.3K	0.01%	522
2024 Q1	$40.1K	Sell	205 -1,982	-91%	-$370K	0.01%	642
2023 Q4	$384K	Buy	+2,187	New	+$359K	0.05%	326
2023 Q3	–	Sell	-3,244	Closed	-$514K	–	465
2023 Q2	$514K	Buy	3,244 +108	+3%	+$15.8K	0.08%	273
2023 Q1	$436K	Buy	+3,136	New	+$407K	0.07%	288

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

Continuum Advisory's IWY Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 239 shares worth $69.5K. The stake represents 0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in IWY as recently as Q1 2025.

Continuum Advisory first reported a position in IWY in Q1 2023 and has held it in 9 quarters since. The position peaked at $514K in Q2 2023. 685 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Continuum Advisory held 239 shares of iShares Russell Top 200 Growth ETF worth $69.5K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Continuum Advisory position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #727 holding.
Continuum Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 9 quarters since.
Continuum Advisory's iShares Russell Top 200 Growth ETF position peaked at $514K in Q2 2023.
685 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.