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IWY icon

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

CreativeOne Wealth’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 		$1.09M Sell
3,747
-533
-12% -$150K 0.02% 551
2026
Q1 		$1.07M Sell
4,280
-3,144
-42% -$833K 0.02% 554
2025
Q4 		$2.06M Sell
7,424
-4,589
-38% -$1.27M 0.05% 332
2025
Q3 		$3.29M Buy
12,013
+1,344
+13% +$348K 0.08% 231
2025
Q2 		$2.63M Sell
10,669
-2,062
-16% -$459K 0.07% 276
2025
Q1 		$2.69M Sell
12,731
-3,474
-21% -$799K 0.08% 241
2024
Q4 		$3.81M Buy
16,205
+7,479
+86% +$1.72M 0.12% 163
2024
Q3 		$1.92M Buy
8,726
+4,041
+86% +$860K 0.07% 275
2024
Q2 		$1M Sell
4,685
-3,105
-40% -$619K 0.05% 329
2024
Q1 		$1.52M Buy
7,790
+5,824
+296% +$1.09M 0.06% 283
2023
Q4 		$344K Sell
1,966
-211
-10% -$34.6K 0.02% 459
2023
Q3 		$335K Sell
2,177
-3,539
-62% -$564K 0.02% 418
2023
Q2 		$906K Sell
5,716
-2,652
-32% -$387K 0.04% 349
2023
Q1 		$1.16M Buy
8,368
+2,375
+40% +$308K 0.06% 280
2022
Q4 		$722K Buy
5,993
+697
+13% +$86.6K 0.04% 342
2022
Q3 		$633K Sell
5,296
-2,383
-31% -$320K 0.04% 352
2022
Q2 		$962K Buy
7,679
+643
+9% +$88.3K 0.05% 268
2022
Q1 		$1.12M Sell
7,036
-1,517
-18% -$236K 0.06% 259
2021
Q4 		$1.48M Buy
8,553
+685
+9% +$114K 0.07% 228
2021
Q3 		$1.2M Buy
+7,868
New +$1.24M 0.07% 241
2021
Q1 		– Sell
-1,696
Closed -$226K – 585
2020
Q4 		$226K Sell
1,696
-755
-31% -$95.2K 0.02% 456
2020
Q3 		$298K Buy
+2,451
New +$289K 0.04% 207
2019
Q4 		– Sell
-3,516
Closed -$306K – 226
2019
Q3 		$306K Buy
+3,516
New +$307K 0.06% 135

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

CreativeOne Wealth's IWY Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 12% in Q2 2026, selling an estimated $150K and leaving 3,747 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #551.

CreativeOne Wealth first reported a position in IWY in Q3 2019 and has held it in 23 quarters since. The position peaked at $3.81M in Q4 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • CreativeOne Wealth held 3,747 shares of iShares Russell Top 200 Growth ETF worth $1.09M as of Q2 2026.
  • CreativeOne Wealth sold 533 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $150K.
  • iShares Russell Top 200 Growth ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #551 holding.
  • CreativeOne Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q3 2019 and has held it in 23 quarters since.
  • CreativeOne Wealth's iShares Russell Top 200 Growth ETF position peaked at $3.81M in Q4 2024.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.