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Cordatus Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cordatus Wealth Management’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 		$232K Buy
+799
New +$226K 0.05% 162
2026
Q1 		– Sell
-799
Closed -$221K – 175
2025
Q4 		$221K Hold
799
– – 0.05% 155
2025
Q3 		$219K Buy
+799
New +$207K 0.05% 153

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

Cordatus Wealth Management's IWY Position: Q2 2026 in Review

Cordatus Wealth Management opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 799 shares worth $232K. The stake represents 0.05% of the portfolio and ranks #162 among its holdings. This is a return to the name: Cordatus Wealth Management previously reported a position in IWY as recently as Q4 2025.

Cordatus Wealth Management first reported a position in IWY in Q3 2025 and has held it in 3 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Cordatus Wealth Management held 799 shares of iShares Russell Top 200 Growth ETF worth $232K as of Q2 2026.
  • iShares Russell Top 200 Growth ETF was a new Cordatus Wealth Management position in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.05% of Cordatus Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Cordatus Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.