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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
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 $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Family Capital Management's IWY Position: Q1 2026 in Review

Family Capital Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.5% in Q1 2026, selling an estimated $255K and leaving 63,993 shares worth $15.9M. The position accounts for 7.08% of the portfolio, ranked #3.

Family Capital Management first reported a position in IWY in Q4 2022 and has held it in 14 quarters since. The position peaked at $18M in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Family Capital Management held 63,993 shares of iShares Russell Top 200 Growth ETF worth $15.9M as of Q1 2026.
  • Family Capital Management sold 961 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $255K.
  • iShares Russell Top 200 Growth ETF made up 7.08% of Family Capital Management's portfolio in Q1 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 14 quarters since.
  • Family Capital Management's iShares Russell Top 200 Growth ETF position peaked at $18M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.