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

Financial Perspectives’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	$29.9K	Hold	103	–	–	0.01%	407
2026 Q1	$25.6K	Hold	103	–	–	0.01%	408
2025 Q4	$28.5K	Hold	103	–	–	0.01%	389
2025 Q3	$28.2K	Hold	103	–	–	0.01%	394
2025 Q2	$25.4K	Hold	103	–	–	0.01%	391
2025 Q1	$21.7K	Hold	103	–	–	0.01%	402
2024 Q4	$24.2K	Hold	103	–	–	0.01%	387
2024 Q3	$22.7K	Hold	103	–	–	0.01%	373
2024 Q2	$22.1K	Hold	103	–	–	0.01%	369
2024 Q1	$20.1K	Hold	103	–	–	0.01%	379
2023 Q4	$18K	Hold	103	–	–	0.01%	391
2023 Q3	$15.8K	Hold	103	–	–	0.01%	386
2023 Q2	$16.3K	Hold	103	–	–	0.01%	386
2023 Q1	$14.3K	Hold	103	–	–	0.01%	404
2022 Q4	$12.4K	Hold	103	–	–	0.01%	414
2022 Q3	$12.3K	Hold	103	–	–	0.01%	411
2022 Q2	$12.9K	Hold	103	–	–	0.01%	409
2022 Q1	$16.4K	Hold	103	–	–	0.01%	396
2021 Q4	$17.9K	Hold	103	–	–	0.01%	370
2021 Q3	$15.7K	Hold	103	–	–	0.01%	385
2021 Q2	$15.5K	Sell	103 -13,755	-99%	-$1.97M	0.01%	409
2021 Q1	$103K	Buy	13,858 +13,755	+13,354%	+$1.84M	0.01%	477
2020 Q4	$13.7K	Hold	103	–	–	0.01%	372
2020 Q3	$12.5K	Hold	103	–	–	0.01%	344
2020 Q2	$11K	Buy	+103	New	+$10.1K	0.01%	341

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 Perspectives's IWY Position: Q2 2026 in Review

Financial Perspectives held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 103 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #407.

Financial Perspectives first reported a position in IWY in Q2 2020 and has held it in 25 quarters since. The position peaked at $103K in Q1 2021. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Financial Perspectives held 103 shares of iShares Russell Top 200 Growth ETF worth $29.9K as of Q2 2026.
Financial Perspectives left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #407 holding.
Financial Perspectives first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and has held it in 25 quarters since.
Financial Perspectives's iShares Russell Top 200 Growth ETF position peaked at $103K in Q1 2021.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.