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

Expressive Wealth’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
Q1 		– Sell
-906
Closed -$251K – 153
2025
Q4 		$251K Buy
+906
New +$251K 0.27% 110

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Expressive Wealth's IWY Position: Q1 2026 in Review

Expressive Wealth sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2026, closing a stake of 906 shares — an estimated $251K sold.

Expressive Wealth first reported a position in IWY in Q4 2025 and held it in 1 quarter. The position peaked at $251K in Q4 2025. 642 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Expressive Wealth reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Expressive Wealth sold 906 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $251K.
  • Expressive Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Expressive Wealth's iShares Russell Top 200 Growth ETF position peaked at $251K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Expressive Wealth's 13F filing for Q1 2026, filed 11 May 2026.