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CWA Asset Management Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

CWA Asset Management 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 		$219K Buy
+753
New +$213K 0.01% 654
2026
Q1 		– Sell
-753
Closed -$209K – 712
2025
Q4 		$209K Hold
753
– – 0.01% 614
2025
Q3 		$206K Buy
+753
New +$195K 0.01% 637

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWA Asset Management Group's IWY Position: Q2 2026 in Review

CWA Asset Management Group opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 753 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #654 among its holdings. This is a return to the name: CWA Asset Management Group previously reported a position in IWY as recently as Q4 2025.

CWA Asset Management Group first reported a position in IWY in Q3 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • CWA Asset Management Group held 753 shares of iShares Russell Top 200 Growth ETF worth $219K as of Q2 2026.
  • iShares Russell Top 200 Growth ETF was a new CWA Asset Management Group position in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #654 holding.
  • CWA Asset Management Group first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.