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

Financial Freedom LLC’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	$4.02M	Sell	13,821 -220	-2%	-$62.1K	1.84%	17
2026 Q1	$3.49M	Sell	14,041 -744	-5%	-$197K	1.74%	15
2025 Q4	$4.09M	Sell	14,785 -1,943	-12%	-$538K	2.03%	13
2025 Q3	$4.58M	Sell	16,728 -5,272	-24%	-$1.36M	2.28%	12
2025 Q2	$5.42M	Sell	22,000 -93	-0.4%	-$20.7K	2.92%	10
2025 Q1	$4.66M	Buy	22,093 +11,681	+112%	+$2.69M	2.68%	10
2024 Q4	$2.45M	Buy	10,412 +301	+3%	+$69.1K	1.29%	23
2024 Q3	$2.23M	Buy	10,111 +281	+3%	+$59.8K	1.18%	24
2024 Q2	$2.11M	Buy	9,830 +770	+8%	+$153K	1.2%	24
2024 Q1	$1.77M	Buy	9,060 +51	+0.6%	+$9.53K	1.05%	24
2023 Q4	$1.58M	Buy	9,009 +7,061	+362%	+$1.16M	1%	24
2023 Q3	$300K	Buy	1,948 +1,702	+692%	+$271K	0.21%	72
2023 Q2	$38.9K	Buy	246 +1	+0.4%	+$146	0.03%	160
2023 Q1	$34.1K	Hold	245	–	–	0.02%	169
2022 Q4	$29.5K	Buy	+245	New	+$30.4K	0.02%	177

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 Freedom LLC's IWY Position: Q2 2026 in Review

Financial Freedom LLC reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.6% in Q2 2026, selling an estimated $62.1K and leaving 13,821 shares worth $4.02M. The position accounts for 1.84% of the portfolio, ranked #17.

Financial Freedom LLC first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.42M in Q2 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Financial Freedom LLC held 13,821 shares of iShares Russell Top 200 Growth ETF worth $4.02M as of Q2 2026.
Financial Freedom LLC sold 220 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $62.1K.
iShares Russell Top 200 Growth ETF made up 1.84% of Financial Freedom LLC's portfolio in Q2 2026, its #17 holding.
Financial Freedom LLC first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Financial Freedom LLC's iShares Russell Top 200 Growth ETF position peaked at $5.42M in Q2 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.