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

Darwin Wealth Management’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 		$800K Sell
2,751
-113
-4% -$31.9K 0.22% 84
2026
Q1 		$713K Sell
2,864
-401
-12% -$106K 0.22% 84
2025
Q4 		$904K Sell
3,265
-12,266
-79% -$3.4M 0.28% 76
2025
Q3 		$4.25M Buy
15,531
+543
+4% +$140K 1.35% 19
2025
Q2 		$3.69M Sell
14,988
-594
-4% -$132K 1.28% 19
2025
Q1 		$3.67M Hold
15,582
– – 1.23% 25
2024
Q4 		$3.67M Sell
15,582
-1,925
-11% -$442K 1.23% 25
2024
Q3 		$3.85M Buy
+17,507
New +$3.73M 1.06% 28
2024
Q2 		– Sell
-16,983
Closed -$3.31M – 113
2024
Q1 		$3.31M Sell
16,983
-2,001
-11% -$374K 0.92% 32
2023
Q4 		$3.33M Sell
18,984
-4,967
-21% -$815K 0.89% 33
2023
Q3 		$3.68M Sell
23,951
-801
-3% -$128K 0.99% 28
2023
Q2 		$3.89M Sell
24,752
-5,023
-17% -$733K 1% 26
2023
Q1 		$4.14M Sell
29,775
-4,307
-13% -$559K 1.12% 24
2022
Q4 		$4.28M Buy
34,082
+22,910
+205% +$2.85M 1.11% 23
2022
Q3 		$1.35M Buy
11,172
+8,064
+259% +$1.08M 0.34% 65
2022
Q2 		$432K Sell
3,108
-56,155
-95% -$7.71M 0.09% 118
2022
Q1 		$9.41M Buy
59,263
+29,407
+98% +$4.58M 1.55% 17
2021
Q4 		$4.7M Buy
29,856
+9,598
+47% +$1.6M 0.74% 33
2021
Q3 		$3.09M Buy
20,258
+7,764
+62% +$1.22M 0.49% 44
2021
Q2 		$1.88M Buy
+12,494
New +$1.79M 0.31% 61

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

Darwin Wealth Management's IWY Position: Q2 2026 in Review

Darwin Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3.9% in Q2 2026, selling an estimated $31.9K and leaving 2,751 shares worth $800K. The position accounts for 0.22% of the portfolio, ranked #84.

Darwin Wealth Management first reported a position in IWY in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.41M in Q1 2022. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Darwin Wealth Management held 2,751 shares of iShares Russell Top 200 Growth ETF worth $800K as of Q2 2026.
  • Darwin Wealth Management sold 113 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $31.9K.
  • iShares Russell Top 200 Growth ETF made up 0.22% of Darwin Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Darwin Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • Darwin Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $9.41M in Q1 2022.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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