EP Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

EP Wealth Advisors’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	$628K	Buy	2,162 +330	+18%	+$93.2K	﹤0.01%	931
2026 Q1	$456K	Buy	1,832 +216	+13%	+$57.2K	﹤0.01%	943
2025 Q4	$448K	Buy	+1,616	New	+$448K	﹤0.01%	936
2025 Q2	$3.24M	Buy	13,140 +11,399	+655%	+$2.54M	0.02%	329
2025 Q1	$367K	Buy	1,741 +97	+6%	+$22.3K	﹤0.01%	824
2024 Q4	$387K	Buy	1,644 +211	+15%	+$48.4K	﹤0.01%	772
2024 Q3	$315K	Sell	1,433 -101	-7%	-$21.5K	﹤0.01%	836
2024 Q2	$329K	Buy	1,534 +1	+0.1%	+$199	﹤0.01%	629
2024 Q1	$299K	Sell	1,533 -9	-0.6%	-$1.68K	﹤0.01%	627
2023 Q4	$270K	Buy	1,542 +2	+0.1%	+$328	﹤0.01%	645
2023 Q3	$237K	Sell	1,540 -10,549	-87%	-$1.68M	﹤0.01%	616
2023 Q2	$315K	Sell	12,089 -5,618	-32%	-$819K	﹤0.01%	554
2023 Q1	$4.17M	Buy	+17,707	New	+$2.3M	0.07%	152

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

EP Wealth Advisors's IWY Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 18% in Q2 2026, buying an estimated $93.2K and bringing the position to 2,162 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

EP Wealth Advisors first reported a position in IWY in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.17M in Q1 2023. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

EP Wealth Advisors held 2,162 shares of iShares Russell Top 200 Growth ETF worth $628K as of Q2 2026.
EP Wealth Advisors bought 330 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $93.2K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #931 holding.
EP Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 13 quarters since.
EP Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $4.17M in Q1 2023.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.