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

Cyndeo Wealth Partners’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	$4.9M	Sell	16,869 -500	-3%	-$141K	0.23%	105
2026 Q1	$4.32M	Sell	17,369 -30	-0.2%	-$7.95K	0.23%	108
2025 Q4	$4.82M	Sell	17,399 -3,108	-15%	-$861K	0.26%	96
2025 Q3	$5.61M	Hold	20,507	–	–	0.31%	87
2025 Q2	$5.06M	Buy	20,507 +1,967	+11%	+$438K	0.3%	92
2025 Q1	$3.91M	Buy	18,540 +16,665	+889%	+$3.83M	0.26%	106
2024 Q4	$441K	Hold	1,875	–	–	0.03%	314
2024 Q3	$413K	Hold	1,875	–	–	0.03%	322
2024 Q2	$402K	Hold	1,875	–	–	0.03%	299
2024 Q1	$366K	Hold	1,875	–	–	0.03%	299
2023 Q4	$329K	Hold	1,875	–	–	0.03%	297
2023 Q3	$288K	Hold	1,875	–	–	0.03%	282
2023 Q2	$297K	Hold	1,875	–	–	0.03%	269
2023 Q1	$260K	Hold	1,875	–	–	0.03%	283
2022 Q4	$226K	Buy	+1,875	New	+$233K	0.03%	284

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cyndeo Wealth Partners's IWY Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.9% in Q2 2026, selling an estimated $141K and leaving 16,869 shares worth $4.9M. The position accounts for 0.23% of the portfolio, ranked #105.

Cyndeo Wealth Partners first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.61M in Q3 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Cyndeo Wealth Partners held 16,869 shares of iShares Russell Top 200 Growth ETF worth $4.9M as of Q2 2026.
Cyndeo Wealth Partners sold 500 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $141K.
iShares Russell Top 200 Growth ETF made up 0.23% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #105 holding.
Cyndeo Wealth Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's iShares Russell Top 200 Growth ETF position peaked at $5.61M in Q3 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.