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 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 $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

First National Trust's IWY Position: Q1 2026 in Review

First National Trust held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2026 at 880 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #377.

First National Trust first reported a position in IWY in Q4 2024 and has held it in 5 quarters since. The position peaked at $244K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

First National Trust held 880 shares of iShares Russell Top 200 Growth ETF worth $219K as of Q1 2026.
First National Trust left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2026.
iShares Russell Top 200 Growth ETF made up 0.01% of First National Trust's portfolio in Q1 2026, its #377 holding.
First National Trust first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 5 quarters since.
First National Trust's iShares Russell Top 200 Growth ETF position peaked at $244K in Q4 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.