Envestnet Portfolio Solutions’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Envestnet Portfolio 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	$1.06B	Sell	3,635,042 -1,103,446	-23%	-$312M	5.06%	3
2026 Q1	$1.18B	Sell	4,738,488 -16,139	-0.3%	-$4.28M	6.53%	1
2025 Q4	$1.32B	Sell	4,754,627 -39,165	-0.8%	-$10.9M	4.62%	2
2025 Q3	$1.31B	Sell	4,793,792 -234,049	-5%	-$60.5M	4.84%	2
2025 Q2	$1.24B	Sell	5,027,841 -96,171	-2%	-$21.4M	4.56%	3
2025 Q1	$1.08B	Sell	5,124,012 -241,075	-4%	-$55.5M	4.14%	3
2024 Q4	$1.26B	Buy	5,365,087 +121,099	+2%	+$27.8M	4.13%	3
2024 Q3	$1.15B	Sell	5,243,988 -339,549	-6%	-$72.3M	3.75%	4
2024 Q2	$1.2B	Sell	5,583,537 -175,603	-3%	-$35M	4.18%	3
2024 Q1	$1.12B	Buy	5,759,140 +731,194	+15%	+$137M	4.22%	3
2023 Q4	$881M	Buy	5,027,946 +356,410	+8%	+$58.5M	3.66%	4
2023 Q3	$719M	Buy	+4,671,536	New	+$745M	3.4%	5

Other funds holding IWY

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Portfolio Solutions's IWY Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 23% in Q2 2026, selling an estimated $312M and leaving 3,635,042 shares worth $1.06B. The position accounts for 5.06% of the portfolio, ranked #3.

Envestnet Portfolio Solutions first reported a position in IWY in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.32B in Q4 2025. 207 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Envestnet Portfolio Solutions held 3,635,042 shares of iShares Russell Top 200 Growth ETF worth $1.06B as of Q2 2026.
Envestnet Portfolio Solutions sold 1,103,446 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $312M.
iShares Russell Top 200 Growth ETF made up 5.06% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #3 holding.
Envestnet Portfolio Solutions first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Russell Top 200 Growth ETF position peaked at $1.32B in Q4 2025.
207 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.