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Family Investment Center’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Family Investment Center’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 		$225K Buy
+774
New +$219K 0.04% 111
2026
Q1 		– Sell
-774
Closed -$214K – 97
2025
Q4 		$214K Hold
774
– – 0.04% 93
2025
Q3 		$212K Buy
+774
New +$200K 0.04% 97

Other funds holding IWY

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Family Investment Center's IWY Position: Q2 2026 in Review

Family Investment Center opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 774 shares worth $225K. The stake represents 0.04% of the portfolio and ranks #111 among its holdings. This is a return to the name: Family Investment Center previously reported a position in IWY as recently as Q4 2025.

Family Investment Center first reported a position in IWY in Q3 2025 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Family Investment Center held 774 shares of iShares Russell Top 200 Growth ETF worth $225K as of Q2 2026.
  • iShares Russell Top 200 Growth ETF was a new Family Investment Center position in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.04% of Family Investment Center's portfolio in Q2 2026, its #111 holding.
  • Family Investment Center first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.