Fidelis Capital Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Fidelis Capital Partners’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	$4.67M	Sell	16,081 -153	-0.9%	-$43.2K	0.27%	76
2026 Q1	$4.04M	Sell	16,234 -2,055	-11%	-$544K	0.29%	71
2025 Q4	$5.06M	Sell	18,289 -820	-4%	-$227K	0.37%	58
2025 Q3	$5.23M	Hold	19,109	–	–	0.41%	49
2025 Q2	$4.91M	Sell	19,109 -2,065	-10%	-$460K	0.45%	46
2025 Q1	$4.51M	Sell	21,174 -227	-1%	-$52.2K	0.48%	42
2024 Q4	$5.04M	Buy	21,401 +908	+4%	+$208K	0.5%	40
2024 Q3	$4.54M	Buy	+20,493	New	+$4.36M	0.54%	37

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

Fidelis Capital Partners's IWY Position: Q2 2026 in Review

Fidelis Capital Partners reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.94% in Q2 2026, selling an estimated $43.2K and leaving 16,081 shares worth $4.67M. The position accounts for 0.27% of the portfolio, ranked #76.

Fidelis Capital Partners first reported a position in IWY in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.23M in Q3 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Fidelis Capital Partners held 16,081 shares of iShares Russell Top 200 Growth ETF worth $4.67M as of Q2 2026.
Fidelis Capital Partners sold 153 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $43.2K.
iShares Russell Top 200 Growth ETF made up 0.27% of Fidelis Capital Partners's portfolio in Q2 2026, its #76 holding.
Fidelis Capital Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Fidelis Capital Partners's iShares Russell Top 200 Growth ETF position peaked at $5.23M in Q3 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.