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Cosner Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cosner Financial 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 		$15.5M Buy
53,468
+1,422
+3% +$401K 7.98% 6
2026
Q1 		$13M Buy
52,046
+812
+2% +$215K 7.11% 7
2025
Q4 		$14.2M Buy
51,234
+488
+1% +$135K 7.24% 7
2025
Q3 		$1.18M Sell
50,746
-10,832
-18% -$2.8M 0.63% 20
2025
Q2 		$15.2M Buy
61,578
+5,737
+10% +$1.28M 8.45% 5
2025
Q1 		$11.8M Buy
55,841
+549
+1% +$126K 7.2% 6
2024
Q4 		$13M Sell
55,292
-812
-1% -$186K 8.26% 4
2024
Q3 		$12.3M Sell
56,104
-190
-0.3% -$40.4K 7.96% 5
2024
Q2 		$12.2M Sell
56,294
-684
-1% -$136K 8.64% 4
2024
Q1 		$11.1M Buy
56,978
+51,338
+910% +$9.6M 7.96% 6
2023
Q4 		$9.84M Sell
5,640
-51,770
-90% -$8.5M 8.31% 6
2023
Q3 		$8.83M Sell
57,410
-3,056
-5% -$487K 7.78% 6
2023
Q2 		$9.59M Buy
+60,466
New +$8.82M 7.9% 5

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

Cosner Financial Group's IWY Position: Q2 2026 in Review

Cosner Financial Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.7% in Q2 2026, buying an estimated $401K and bringing the position to 53,468 shares worth $15.5M. The position accounts for 7.98% of the portfolio, ranked #6.

Cosner Financial Group first reported a position in IWY in Q2 2023 and has held it in 13 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Cosner Financial Group held 53,468 shares of iShares Russell Top 200 Growth ETF worth $15.5M as of Q2 2026.
  • Cosner Financial Group bought 1,422 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $401K.
  • iShares Russell Top 200 Growth ETF made up 7.98% of Cosner Financial Group's portfolio in Q2 2026, its #6 holding.
  • Cosner Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Cosner Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.