Elm3 Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Elm3 Financial Group’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	$773K	Sell	2,660 -84	-3%	-$23.7K	0.53%	52
2026 Q1	$683K	Sell	2,744 -23	-0.8%	-$6.09K	0.58%	48
2025 Q4	$766K	Sell	2,767 -213	-7%	-$59K	0.64%	42
2025 Q3	$815K	Sell	2,980 -305	-9%	-$78.9K	0.67%	33
2025 Q2	$810K	Sell	3,285 -242	-7%	-$53.9K	0.67%	33
2025 Q1	$744K	Sell	3,527 -1,084	-24%	-$249K	0.65%	37
2024 Q4	$1.08M	Buy	+4,611	New	+$1.06M	0.93%	29

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Elm3 Financial Group's IWY Position: Q2 2026 in Review

Elm3 Financial Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3.1% in Q2 2026, selling an estimated $23.7K and leaving 2,660 shares worth $773K. The position accounts for 0.53% of the portfolio, ranked #52.

Elm3 Financial Group first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Elm3 Financial Group held 2,660 shares of iShares Russell Top 200 Growth ETF worth $773K as of Q2 2026.
Elm3 Financial Group sold 84 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $23.7K.
iShares Russell Top 200 Growth ETF made up 0.53% of Elm3 Financial Group's portfolio in Q2 2026, its #52 holding.
Elm3 Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Elm3 Financial Group's iShares Russell Top 200 Growth ETF position peaked at $1.08M in Q4 2024.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.