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

Ethos 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	$425K	Buy	+1,599	New	+$451K	0.03%	397
2025 Q4	–	Sell	-30,000	Closed	-$8.21M	–	557
2025 Q3	$8.21M	Buy	+30,000	New	+$7.76M	0.64%	40
2025 Q2	–	Sell	-33,838	Closed	-$7.98M	–	500
2025 Q1	$7.98M	Hold	33,838	–	–	0.76%	36
2024 Q4	$7.98M	Buy	33,838 +32,337	+2,154%	+$7.42M	1.04%	30
2024 Q3	$330K	Sell	1,501 -35,100	-96%	-$7.47M	0.05%	182
2024 Q2	$7.85M	Buy	36,601 +608	+2%	+$121K	1.38%	25
2024 Q1	$7.02M	Buy	35,993 +34,735	+2,761%	+$6.49M	1.33%	25
2023 Q4	$220K	Sell	1,258 -160	-11%	-$26.3K	0.05%	234
2023 Q3	$219K	Buy	+1,418	New	+$226K	0.06%	155

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

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

Ethos Financial Group opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 1,599 shares worth $425K. The stake represents 0.03% of the portfolio and ranks #397 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in IWY as recently as Q3 2025.

Ethos Financial Group first reported a position in IWY in Q3 2023 and has held it in 9 quarters since. The position peaked at $8.21M in Q3 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Ethos Financial Group held 1,599 shares of iShares Russell Top 200 Growth ETF worth $425K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Ethos Financial Group position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #397 holding.
Ethos Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and has held it in 9 quarters since.
Ethos Financial Group's iShares Russell Top 200 Growth ETF position peaked at $8.21M in Q3 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.