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Crumly & Associates’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Crumly & Associates’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 		$11.7M Sell
40,226
-782
-2% -$221K 2.24% 14
2026
Q1 		$10.2M Sell
41,008
-123
-0.3% -$32.6K 2.14% 14
2025
Q4 		$11.4M Sell
41,131
-71
-0.2% -$19.7K 2.39% 11
2025
Q3 		$11.3M Sell
41,202
-226
-0.5% -$58.5K 2.47% 10
2025
Q2 		$10.2M Sell
41,428
-152
-0.4% -$33.8K 2.49% 13
2025
Q1 		$8.77M Sell
41,580
-173
-0.4% -$39.8K 2.42% 12
2024
Q4 		$9.82M Sell
41,753
-121
-0.3% -$27.8K 2.68% 10
2024
Q3 		$9.21M Sell
41,874
-1,066
-2% -$227K 2.55% 11
2024
Q2 		$9.21M Sell
42,940
-3,525
-8% -$702K 2.65% 12
2024
Q1 		$9.07M Sell
46,465
-64,470
-58% -$12.1M 2.38% 12
2023
Q4 		$19.4M Buy
110,935
+73,488
+196% +$12.1M 5.66% 1
2023
Q3 		$5.76M Buy
37,447
+4,536
+14% +$724K 2.26% 15
2023
Q2 		$5.22M Buy
32,911
+1,361
+4% +$199K 2.09% 17
2023
Q1 		$4.38M Buy
31,550
+72
+0.2% +$9.35K 1.9% 20
2022
Q4 		$3.79M Sell
31,478
-60,163
-66% -$7.48M 1.43% 20
2022
Q3 		$10.9M Buy
91,641
+7,034
+8% +$944K 4.52% 5
2022
Q2 		$10.6M Sell
84,607
-28,875
-25% -$3.96M 4.4% 5
2022
Q1 		$18M Buy
113,482
+7,686
+7% +$1.2M 6.76% 1
2021
Q4 		$16.5M Buy
105,796
+277
+0.3% +$46.1K 6.52% 1
2021
Q3 		$16.1M Buy
105,519
+910
+0.9% +$144K 7.49% 1
2021
Q2 		$15.8M Buy
104,609
+3,997
+4% +$572K 7.63% 1
2021
Q1 		$13.5M Buy
100,612
+1,430
+1% +$192K 7.91% 1
2020
Q4 		$13.5M Sell
99,182
-13,544
-12% -$1.71M 9.48% 1
2020
Q3 		$13.7M Sell
112,726
-21,070
-16% -$2.48M 11.69% 1
2020
Q2 		$14.3M Buy
+133,796
New +$13.1M 13.37% 1

Other funds holding IWY

Envestnet Portfolio Solutions
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Crumly & Associates's IWY Position: Q2 2026 in Review

Crumly & Associates reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.9% in Q2 2026, selling an estimated $221K and leaving 40,226 shares worth $11.7M. The position accounts for 2.24% of the portfolio, ranked #14.

Crumly & Associates first reported a position in IWY in Q2 2020 and has held it in 25 quarters since. The position peaked at $19.4M in Q4 2023. 298 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Crumly & Associates held 40,226 shares of iShares Russell Top 200 Growth ETF worth $11.7M as of Q2 2026.
  • Crumly & Associates sold 782 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $221K.
  • iShares Russell Top 200 Growth ETF made up 2.24% of Crumly & Associates's portfolio in Q2 2026, its #14 holding.
  • Crumly & Associates first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Crumly & Associates's iShares Russell Top 200 Growth ETF position peaked at $19.4M in Q4 2023.
  • 298 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.