First National Trust’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

First National Trust’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	$256K	Hold	880	–	–	0.01%	345
2026 Q1	$219K	Hold	880	–	–	0.01%	377
2025 Q4	$244K	Hold	880	–	–	0.01%	369
2025 Q3	$241K	Hold	880	–	–	0.01%	365
2025 Q2	$217K	Buy	+880	New	+$196K	0.01%	369
2025 Q1	–	Sell	-880	Closed	-$207K	–	399
2024 Q4	$207K	Buy	+880	New	+$202K	0.01%	377

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

First National Trust's IWY Position: Q2 2026 in Review

First National Trust held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 880 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #345.

First National Trust first reported a position in IWY in Q4 2024 and has held it in 6 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

First National Trust held 880 shares of iShares Russell Top 200 Growth ETF worth $256K as of Q2 2026.
First National Trust 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 First National Trust's portfolio in Q2 2026, its #345 holding.
First National Trust first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 6 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.