Coquina Private Wealth LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Coquina Private Wealth LLC’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	$269K	Hold	924	–	–	0.18%	82
2026 Q1	$230K	Hold	924	–	–	0.18%	80
2025 Q4	$256K	Buy	+924	New	+$256K	0.21%	75

Other funds holding IWY

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Coquina Private Wealth LLC's IWY Position: Q2 2026 in Review

Coquina Private Wealth LLC held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 924 shares worth $269K. The position accounts for 0.18% of the portfolio, ranked #82.

Coquina Private Wealth LLC first reported a position in IWY in Q4 2025 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Coquina Private Wealth LLC held 924 shares of iShares Russell Top 200 Growth ETF worth $269K as of Q2 2026.
Coquina Private Wealth LLC left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.18% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #82 holding.
Coquina Private Wealth LLC first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and has held it in 3 quarters since.
435 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.