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

Facet Wealth Inc’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 		– Sell
-916
Closed -$228K – 425
2026
Q1 		$228K Buy
+916
New +$243K ﹤0.01% 313

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Facet Wealth Inc's IWY Position: Q2 2026 in Review

Facet Wealth Inc sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2026, closing a stake of 916 shares — an estimated $228K sold.

Facet Wealth Inc first reported a position in IWY in Q1 2026 and held it in 1 quarter. The position peaked at $228K in Q1 2026. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Facet Wealth Inc reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Facet Wealth Inc sold 916 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $228K.
  • Facet Wealth Inc first reported a position in iShares Russell Top 200 Growth ETF in Q1 2026 and held it in 1 quarter.
  • Facet Wealth Inc's iShares Russell Top 200 Growth ETF position peaked at $228K in Q1 2026.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.