Family Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Family Capital Management’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	$18.8M	Buy	64,584 +591	+0.9%	+$167K	7.28%	3
2026 Q1	$15.9M	Sell	63,993 -961	-1%	-$255K	7.08%	3
2025 Q4	$18M	Buy	64,954 +1,439	+2%	+$399K	7.99%	2
2025 Q3	$17.4M	Buy	63,515 +371	+0.6%	+$96K	8.3%	2
2025 Q2	$15.6M	Buy	63,144 +1,960	+3%	+$436K	8.16%	3
2025 Q1	$12.9M	Buy	61,184 +1,324	+2%	+$305K	7.96%	4
2024 Q4	$14.1M	Sell	59,860 -360	-0.6%	-$82.7K	8.5%	2
2024 Q3	$13.3M	Buy	60,220 +397	+0.7%	+$84.5K	8.54%	3
2024 Q2	$12.8M	Sell	59,823 -1,144	-2%	-$228K	8.75%	3
2024 Q1	$11.9M	Buy	60,967 +1,079	+2%	+$202K	8.29%	3
2023 Q4	$10.5M	Sell	59,888 -3,026	-5%	-$497K	7.44%	4
2023 Q3	$9.68M	Sell	62,914 -377	-0.6%	-$60.1K	6.39%	4
2023 Q2	$10M	Buy	63,291 +1,973	+3%	+$288K	6.26%	5
2023 Q1	$8.52M	Buy	61,318 +32,176	+110%	+$4.18M	3.68%	6
2022 Q4	$3.51M	Buy	+29,142	New	+$3.62M	2.32%	12

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

Family Capital Management's IWY Position: Q2 2026 in Review

Family Capital Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.92% in Q2 2026, buying an estimated $167K and bringing the position to 64,584 shares worth $18.8M. The position accounts for 7.28% of the portfolio, ranked #3.

Family Capital Management first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Family Capital Management held 64,584 shares of iShares Russell Top 200 Growth ETF worth $18.8M as of Q2 2026.
Family Capital Management bought 591 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $167K.
iShares Russell Top 200 Growth ETF made up 7.28% of Family Capital Management's portfolio in Q2 2026, its #3 holding.
Family Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.