Dudley Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Dudley Capital 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	$337K	Buy	1,161 +26	+2%	+$7.34K	0.13%	112
2026 Q1	$282K	Buy	1,135 +5	+0.4%	+$1.32K	0.12%	107
2025 Q4	$313K	Buy	1,130 +30	+3%	+$8.31K	0.14%	103
2025 Q3	$301K	Buy	+1,100	New	+$285K	0.14%	109

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

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

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Dudley Capital Management's IWY Position: Q2 2026 in Review

Dudley Capital Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.3% in Q2 2026, buying an estimated $7.34K and bringing the position to 1,161 shares worth $337K. The position accounts for 0.13% of the portfolio, ranked #112.

Dudley Capital Management first reported a position in IWY in Q3 2025 and has held it in 4 quarters since. 308 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Dudley Capital Management held 1,161 shares of iShares Russell Top 200 Growth ETF worth $337K as of Q2 2026.
Dudley Capital Management bought 26 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $7.34K.
iShares Russell Top 200 Growth ETF made up 0.13% of Dudley Capital Management's portfolio in Q2 2026, its #112 holding.
Dudley Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 4 quarters since.
308 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.