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

Financial Engines Advisors’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	$812K	Buy	2,795 +236	+9%	+$66.6K	﹤0.01%	338
2026 Q1	$637K	Buy	2,559 +16	+0.6%	+$4.24K	﹤0.01%	359
2025 Q4	$704K	Sell	2,543 -193	-7%	-$53.5K	﹤0.01%	357
2025 Q3	$749K	Buy	2,736 +38	+1%	+$9.83K	﹤0.01%	340
2025 Q2	$665K	Buy	2,698 +3	+0.1%	+$668	﹤0.01%	348
2025 Q1	$568K	Hold	2,695	–	–	﹤0.01%	315
2024 Q4	$634K	Buy	2,695 +29	+1%	+$6.66K	﹤0.01%	304
2024 Q3	$587K	Buy	+2,666	New	+$567K	﹤0.01%	267
2022 Q2	–	Sell	-1,593	Closed	-$253K	–	316
2022 Q1	$253K	Buy	+1,593	New	+$248K	﹤0.01%	280

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

Financial Engines Advisors's IWY Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 9.2% in Q2 2026, buying an estimated $66.6K and bringing the position to 2,795 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Financial Engines Advisors first reported a position in IWY in Q1 2022 and has held it in 9 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Financial Engines Advisors held 2,795 shares of iShares Russell Top 200 Growth ETF worth $812K as of Q2 2026.
Financial Engines Advisors bought 236 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $66.6K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #338 holding.
Financial Engines Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 9 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.