ELI
IWY icon

Empire Life Investments’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Empire Life Investments’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 		$3.54M Sell
12,197
-11,288
-48% -$3.19M 0.2% 80
2026
Q1 		$5.89M Sell
23,485
-435
-2% -$115K 0.36% 61
2025
Q4 		$6.62M Buy
23,920
+2,200
+10% +$610K 0.37% 62
2025
Q3 		$5.94M Buy
21,720
+420
+2% +$109K 0.35% 65
2025
Q2 		$5.25M Buy
21,300
+1,000
+5% +$223K 0.33% 70
2025
Q1 		$4.28M Buy
20,300
+700
+4% +$161K 0.28% 75
2024
Q4 		$4.61M Buy
19,600
+11,600
+145% +$2.66M 0.29% 68
2024
Q3 		$1.76M Buy
8,000
+2,000
+33% +$426K 0.11% 83
2024
Q2 		$1.29M Buy
6,000
+1,600
+36% +$319K 0.08% 84
2024
Q1 		$858K Buy
4,400
+2,200
+100% +$411K 0.05% 88
2023
Q4 		$385K Sell
2,200
-800
-27% -$131K 0.02% 93
2023
Q3 		$461K Sell
3,000
-100
-3% -$15.9K 0.03% 86
2023
Q2 		$492K Sell
3,100
-1,200
-28% -$175K 0.03% 83
2023
Q1 		$597K Sell
4,300
-1,700
-28% -$221K 0.04% 81
2022
Q4 		$723K Buy
6,000
+300
+5% +$37.3K 0.05% 83
2022
Q3 		$681K Sell
5,700
-900
-14% -$121K 0.05% 84
2022
Q2 		$827K Buy
6,600
+100
+2% +$13.7K 0.06% 85
2022
Q1 		$1.03M Sell
6,500
-200
-3% -$31.2K 0.07% 85
2021
Q4 		$1.16M Buy
6,700
+900
+16% +$150K 0.07% 86
2021
Q3 		$885K Buy
5,800
+800
+16% +$126K 0.06% 90
2021
Q2 		$753K Buy
5,000
+200
+4% +$28.6K 0.05% 91
2021
Q1 		$646K Buy
+4,800
New +$643K 0.04% 97

Other funds holding IWY

Envestnet Portfolio Solutions
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Empire Life Investments's IWY Position: Q2 2026 in Review

Empire Life Investments reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 48% in Q2 2026, selling an estimated $3.19M and leaving 12,197 shares worth $3.54M. The position accounts for 0.2% of the portfolio, ranked #80.

Empire Life Investments first reported a position in IWY in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.62M in Q4 2025. 435 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Empire Life Investments held 12,197 shares of iShares Russell Top 200 Growth ETF worth $3.54M as of Q2 2026.
  • Empire Life Investments sold 11,288 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $3.19M.
  • iShares Russell Top 200 Growth ETF made up 0.2% of Empire Life Investments's portfolio in Q2 2026, its #80 holding.
  • Empire Life Investments first reported a position in iShares Russell Top 200 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Empire Life Investments's iShares Russell Top 200 Growth ETF position peaked at $6.62M in Q4 2025.
  • 435 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.