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Financial Partners Group (Kansas)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Financial Partners Group (Kansas)’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 		$6.65M Sell
22,890
-112
-0.5% -$31.6K 0.68% 34
2026
Q1 		$5.72M Sell
23,002
-364
-2% -$96.4K 0.68% 35
2025
Q4 		$6.36M Sell
23,366
-57
-0.2% -$15.8K 0.74% 33
2025
Q3 		$6.41M Sell
23,423
-36
-0.2% -$9.31K 0.8% 31
2025
Q2 		$5.78M Buy
23,459
+7
+0% +$1.56K 0.8% 32
2025
Q1 		$4.95M Sell
23,452
-217
-0.9% -$49.9K 0.76% 33
2024
Q4 		$5.57M Sell
23,669
-25
-0.1% -$5.74K 0.81% 30
2024
Q3 		$5.21M Sell
23,694
-62
-0.3% -$13.2K 0.77% 31
2024
Q2 		$5.1M Sell
23,756
-129
-0.5% -$25.7K 0.8% 31
2024
Q1 		$4.66M Sell
23,885
-55
-0.2% -$10.3K 0.74% 33
2023
Q4 		$4.19M Sell
23,940
-188
-0.8% -$30.9K 0.75% 32
2023
Q3 		$3.89M Buy
24,128
+173
+0.7% +$27.6K 0.8% 31
2023
Q2 		$3.82M Sell
23,955
-1,151
-5% -$168K 0.77% 32
2023
Q1 		$3.49M Sell
25,106
-128
-0.5% -$16.6K 0.78% 32
2022
Q4 		$3.38M Sell
25,234
-5,657
-18% -$703K 0.74% 32
2022
Q3 		$3.69M Sell
30,891
-404
-1% -$54.2K 0.97% 25
2022
Q2 		$3.92M Sell
31,295
-2,095
-6% -$288K 0.98% 24
2022
Q1 		$5.3M Sell
33,390
-1,894
-5% -$295K 1.15% 22
2021
Q4 		$5.64M Buy
35,284
+6,368
+22% +$1.06M 1.23% 22
2021
Q3 		$4.42M Buy
28,916
+559
+2% +$88.2K 1.04% 26
2021
Q2 		$4.27M Sell
28,357
-121
-0.4% -$17.3K 1.1% 25
2021
Q1 		$3.83M Sell
28,478
-60
-0.2% -$8.04K 1.09% 25
2020
Q4 		$3.89M Sell
28,538
-3,829
-12% -$483K 1.16% 23
2020
Q3 		$3.93M Buy
32,367
+199
+0.6% +$23.4K 1.35% 21
2020
Q2 		$3.43M Buy
+32,168
New +$3.15M 1.34% 22

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Partners Group (Kansas)'s IWY Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.49% in Q2 2026, selling an estimated $31.6K and leaving 22,890 shares worth $6.65M. The position accounts for 0.68% of the portfolio, ranked #34.

Financial Partners Group (Kansas) first reported a position in IWY in Q2 2020 and has held it in 25 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Financial Partners Group (Kansas) held 22,890 shares of iShares Russell Top 200 Growth ETF worth $6.65M as of Q2 2026.
  • Financial Partners Group (Kansas) sold 112 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $31.6K.
  • iShares Russell Top 200 Growth ETF made up 0.68% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #34 holding.
  • Financial Partners Group (Kansas) first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.