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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
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 $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Fiduciary Family Office's IWY Position: Q1 2026 in Review

Fiduciary Family Office held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2026 at 1,065 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #158.

Fiduciary Family Office first reported a position in IWY in Q2 2024 and has held it in 7 quarters since. The position peaked at $324K in Q2 2024. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Fiduciary Family Office held 1,065 shares of iShares Russell Top 200 Growth ETF worth $265K as of Q1 2026.
  • Fiduciary Family Office left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell Top 200 Growth ETF made up 0.08% of Fiduciary Family Office's portfolio in Q1 2026, its #158 holding.
  • Fiduciary Family Office first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • Fiduciary Family Office's iShares Russell Top 200 Growth ETF position peaked at $324K in Q2 2024.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.