Diversified Trust’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Diversified Trust’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	$708K	Hold	2,436	–	–	0.01%	637
2026 Q1	$606K	Hold	2,436	–	–	0.01%	628
2025 Q4	$675K	Hold	2,436	–	–	0.01%	563
2025 Q3	$667K	Hold	2,436	–	–	0.01%	533
2025 Q2	$600K	Hold	2,436	–	–	0.01%	540
2025 Q1	$514K	Sell	2,436 -1,186	-33%	-$273K	0.01%	570
2024 Q4	$852K	Sell	3,622 -34	-0.9%	-$7.81K	0.02%	420
2024 Q3	$805K	Buy	3,656 +125	+4%	+$26.6K	0.02%	446
2024 Q2	$757K	Buy	+3,531	New	+$704K	0.02%	416

Other funds holding IWY

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Diversified Trust's IWY Position: Q2 2026 in Review

Diversified Trust held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 2,436 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #637.

Diversified Trust first reported a position in IWY in Q2 2024 and has held it in 9 quarters since. The position peaked at $852K in Q4 2024. 179 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Diversified Trust held 2,436 shares of iShares Russell Top 200 Growth ETF worth $708K as of Q2 2026.
Diversified Trust left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #637 holding.
Diversified Trust first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Diversified Trust's iShares Russell Top 200 Growth ETF position peaked at $852K in Q4 2024.
179 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.