Financial Council’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Financial Council’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	$230K	Hold	926	–	–	0.09%	90
2025 Q4	$256K	Hold	926	–	–	0.1%	76
2025 Q3	$253K	Hold	926	–	–	0.11%	75
2025 Q2	$228K	Buy	+926	New	+$206K	0.11%	83
2025 Q1	–	Sell	-926	Closed	-$218K	–	91
2024 Q4	$218K	Hold	926	–	–	0.11%	84
2024 Q3	$204K	Sell	926 -58	-6%	-$12.3K	0.11%	90
2024 Q2	$211K	Buy	+984	New	+$196K	0.12%	79
2022 Q2	–	Sell	-1,368	Closed	-$217K	–	44
2022 Q1	$217K	Sell	1,368 -102	-7%	-$15.9K	0.26%	40
2021 Q4	$255K	Sell	1,470 -69	-4%	-$11.5K	0.3%	40
2021 Q3	$235K	Buy	+1,539	New	+$243K	0.33%	39

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Financial Council's IWY Position: Q1 2026 in Review

Financial Council held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2026 at 926 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #90.

Financial Council first reported a position in IWY in Q3 2021 and has held it in 10 quarters since. The position peaked at $256K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Financial Council held 926 shares of iShares Russell Top 200 Growth ETF worth $230K as of Q1 2026.
Financial Council left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2026.
iShares Russell Top 200 Growth ETF made up 0.09% of Financial Council's portfolio in Q1 2026, its #90 holding.
Financial Council first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and has held it in 10 quarters since.
Financial Council's iShares Russell Top 200 Growth ETF position peaked at $256K in Q4 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.