DWM
IWY icon

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

Drive 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 		$240K Hold
826
– – 0.04% 368
2026
Q1 		$206K Hold
826
– – 0.04% 351
2025
Q4 		$229K Hold
826
– – 0.04% 331
2025
Q3 		$226K Hold
826
– – 0.05% 307
2025
Q2 		$204K Buy
+826
New +$184K 0.04% 314

Other funds holding IWY

TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 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

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

Drive Wealth Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 826 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #368.

Drive Wealth Management first reported a position in IWY in Q2 2025 and has held it in 5 quarters since. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Drive Wealth Management held 826 shares of iShares Russell Top 200 Growth ETF worth $240K as of Q2 2026.
  • Drive Wealth Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #368 holding.
  • Drive Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.