Fiduciary Alliance’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Fiduciary Alliance’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	$370K	Hold	1,275	–	–	0.03%	405
2026 Q1	$349K	Sell	1,275 -128	-9%	-$33.9K	0.02%	424
2025 Q4	$389K	Hold	1,403	–	–	0.03%	377
2025 Q3	$384K	Hold	1,403	–	–	0.03%	377
2025 Q2	$346K	Buy	1,403 +1	+0.1%	+$223	0.03%	369
2025 Q1	$296K	Sell	1,402 -40	-3%	-$9.2K	0.03%	321
2024 Q4	$339K	Buy	1,442 +65	+5%	+$14.9K	0.03%	277
2024 Q3	$303K	Buy	1,377 +411	+43%	+$87.5K	0.04%	203
2024 Q2	$211K	Buy	+966	New	+$193K	0.03%	199

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

Fiduciary Alliance's IWY Position: Q2 2026 in Review

Fiduciary Alliance held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,275 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #405.

Fiduciary Alliance first reported a position in IWY in Q2 2024 and has held it in 9 quarters since. The position peaked at $389K in Q4 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Fiduciary Alliance held 1,275 shares of iShares Russell Top 200 Growth ETF worth $370K as of Q2 2026.
Fiduciary Alliance left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #405 holding.
Fiduciary Alliance first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Fiduciary Alliance's iShares Russell Top 200 Growth ETF position peaked at $389K in Q4 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.