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

Fiduciary Family Office’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	$310K	Hold	1,065	–	–	0.08%	146
2026 Q1	$265K	Hold	1,065	–	–	0.08%	158
2025 Q4	$295K	Hold	1,065	–	–	0.08%	142
2025 Q3	$291K	Hold	1,065	–	–	0.08%	156
2025 Q2	$263K	Hold	1,065	–	–	0.09%	163
2025 Q1	$225K	Buy	+1,065	New	+$245K	0.07%	173
2024 Q4	–	Sell	-1,311	Closed	-$288K	–	163
2024 Q3	$288K	Sell	1,311 -201	-13%	-$42.8K	0.1%	171
2024 Q2	$324K	Buy	+1,512	New	+$301K	0.13%	156

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 Family Office's IWY Position: Q2 2026 in Review

Fiduciary Family Office held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,065 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #146.

Fiduciary Family Office first reported a position in IWY in Q2 2024 and has held it in 8 quarters since. The position peaked at $324K in Q2 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Fiduciary Family Office held 1,065 shares of iShares Russell Top 200 Growth ETF worth $310K as of Q2 2026.
Fiduciary Family Office left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.08% of Fiduciary Family Office's portfolio in Q2 2026, its #146 holding.
Fiduciary Family Office first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Fiduciary Family Office's iShares Russell Top 200 Growth ETF position peaked at $324K in Q2 2024.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.