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

Fiduciary Group’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	$7.94M	Buy	27,323 +846	+3%	+$239K	0.62%	42
2026 Q1	$6.59M	Buy	26,477 +2,040	+8%	+$540K	0.56%	46
2025 Q4	$6.77M	Buy	24,437 +1,343	+6%	+$372K	0.57%	46
2025 Q3	$6.32M	Buy	23,094 +2,478	+12%	+$641K	0.56%	48
2025 Q2	$5.08M	Buy	20,616 +1,819	+10%	+$405K	0.48%	53
2025 Q1	$3.97M	Buy	18,797 +2,129	+13%	+$490K	0.4%	65
2024 Q4	$3.92M	Buy	16,668 +1,055	+7%	+$242K	0.39%	68
2024 Q3	$3.44M	Buy	15,613 +8,878	+132%	+$1.89M	0.35%	74
2024 Q2	$1.44M	Buy	+6,735	New	+$1.34M	0.16%	112

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 Group's IWY Position: Q2 2026 in Review

Fiduciary Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3.2% in Q2 2026, buying an estimated $239K and bringing the position to 27,323 shares worth $7.94M. The position accounts for 0.62% of the portfolio, ranked #42.

Fiduciary Group first reported a position in IWY in Q2 2024 and has held it in 9 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Fiduciary Group held 27,323 shares of iShares Russell Top 200 Growth ETF worth $7.94M as of Q2 2026.
Fiduciary Group bought 846 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $239K.
iShares Russell Top 200 Growth ETF made up 0.62% of Fiduciary Group's portfolio in Q2 2026, its #42 holding.
Fiduciary Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 9 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.