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

Family 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	$9.58M	Sell	32,971 -1,452	-4%	-$410K	0.98%	24
2026 Q1	$8.57M	Sell	34,423 -15,884	-32%	-$4.21M	1.03%	21
2025 Q4	$13.9M	Sell	50,307 -490	-1%	-$136K	1.76%	15
2025 Q3	$13.9M	Buy	50,797 +7,620	+18%	+$1.97M	1.91%	12
2025 Q2	$10.6M	Sell	43,177 -9,799	-18%	-$2.18M	1.59%	14
2025 Q1	$11.2M	Buy	52,976 +25,156	+90%	+$5.79M	1.83%	11
2024 Q4	$6.54M	Buy	+27,820	New	+$6.39M	1.05%	23

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 Management's IWY Position: Q2 2026 in Review

Family Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 4.2% in Q2 2026, selling an estimated $410K and leaving 32,971 shares worth $9.58M. The position accounts for 0.98% of the portfolio, ranked #24.

Family Management first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.9M in Q4 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Family Management held 32,971 shares of iShares Russell Top 200 Growth ETF worth $9.58M as of Q2 2026.
Family Management sold 1,452 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $410K.
iShares Russell Top 200 Growth ETF made up 0.98% of Family Management's portfolio in Q2 2026, its #24 holding.
Family Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Family Management's iShares Russell Top 200 Growth ETF position peaked at $13.9M in Q4 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.