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Dynamic Advisor Solutions’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Dynamic Advisor Solutions’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 		$595K Sell
2,049
-778
-28% -$220K 0.02% 632
2026
Q1 		$704K Sell
2,827
-92
-3% -$24.4K 0.02% 551
2025
Q4 		$808K Sell
2,919
-628
-18% -$174K 0.03% 506
2025
Q3 		$971K Sell
3,547
-168
-5% -$43.5K 0.03% 475
2025
Q2 		$916K Sell
3,715
-1,120
-23% -$249K 0.03% 479
2025
Q1 		$1.02M Buy
4,835
+155
+3% +$35.7K 0.03% 413
2024
Q4 		$1.1M Sell
4,680
-11
-0.2% -$2.52K 0.05% 299
2024
Q3 		$1.03M Buy
4,691
+607
+15% +$129K 0.03% 439
2024
Q2 		$876K Sell
4,084
-54
-1% -$10.8K 0.03% 490
2024
Q1 		$807K Sell
4,138
-1,181
-22% -$221K 0.03% 483
2023
Q4 		$907K Buy
5,319
+2,484
+88% +$408K 0.03% 435
2023
Q3 		$436K Buy
2,835
+791
+39% +$126K 0.02% 558
2023
Q2 		$324K Sell
2,044
-533
-21% -$77.7K 0.02% 610
2023
Q1 		$358K Sell
2,577
-251
-9% -$32.6K 0.02% 548
2022
Q4 		$341K Sell
2,828
-329
-10% -$40.9K 0.02% 526
2022
Q3 		$377K Buy
3,157
+172
+6% +$23.1K 0.03% 464
2022
Q2 		$374K Sell
2,985
-819
-22% -$112K 0.03% 475
2022
Q1 		$604K Sell
3,804
-360
-9% -$56.1K 0.04% 392
2021
Q4 		$722K Sell
4,164
-68
-2% -$11.3K 0.05% 342
2021
Q3 		$646K Sell
4,232
-82
-2% -$12.9K 0.05% 386
2021
Q2 		$650K Buy
4,314
+382
+10% +$54.7K 0.05% 370
2021
Q1 		$529K Buy
3,932
+384
+11% +$51.5K 0.05% 368
2020
Q4 		$472K Buy
3,548
+1,769
+99% +$223K 0.04% 373
2020
Q3 		$216K Buy
+1,779
New +$210K 0.02% 508
2018
Q4 		– Sell
-2,610
Closed -$223K – 432
2018
Q3 		$223K Buy
2,610
+35
+1% +$2.89K 0.05% 351
2018
Q2 		$202K Buy
+2,575
New +$197K 0.05% 377
2018
Q1 		– Sell
-2,990
Closed -$219K – 373
2017
Q4 		$219K Buy
+2,990
New +$213K 0.07% 229

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

Dynamic Advisor Solutions's IWY Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 28% in Q2 2026, selling an estimated $220K and leaving 2,049 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #632.

Dynamic Advisor Solutions first reported a position in IWY in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.1M in Q4 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Dynamic Advisor Solutions held 2,049 shares of iShares Russell Top 200 Growth ETF worth $595K as of Q2 2026.
  • Dynamic Advisor Solutions sold 778 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $220K.
  • iShares Russell Top 200 Growth ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #632 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 and has held it in 27 quarters since.
  • Dynamic Advisor Solutions's iShares Russell Top 200 Growth ETF position peaked at $1.1M in Q4 2024.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.