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

Focus Financial Network’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	$2.61M	Buy	8,973 +97	+1%	+$27.4K	0.08%	193
2026 Q1	$2.21M	Sell	8,876 -1,626	-15%	-$431K	0.08%	200
2025 Q4	$2.91M	Buy	10,502 +432	+4%	+$120K	0.1%	157
2025 Q3	$2.76M	Buy	10,070 +1,736	+21%	+$449K	0.1%	161
2025 Q2	$2.05M	Buy	8,334 +1,336	+19%	+$297K	0.08%	187
2025 Q1	$1.48M	Buy	6,998 +113	+2%	+$26K	0.06%	226
2024 Q4	$1.62M	Buy	6,885 +204	+3%	+$46.8K	0.06%	211
2024 Q3	$1.47M	Sell	6,681 -1,046	-14%	-$223K	0.06%	217
2024 Q2	$1.66M	Buy	7,727 +467	+6%	+$93.1K	0.07%	201
2024 Q1	$1.36M	Sell	7,260 -2,946	-29%	-$551K	0.07%	212
2023 Q4	$1.79M	Buy	10,206 +1,760	+21%	+$289K	0.07%	228
2023 Q3	$1.3M	Buy	8,446 +4,033	+91%	+$643K	0.07%	195
2023 Q2	$700K	Buy	+4,413	New	+$644K	0.04%	293

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

Focus Financial Network's IWY Position: Q2 2026 in Review

Focus Financial Network increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.1% in Q2 2026, buying an estimated $27.4K and bringing the position to 8,973 shares worth $2.61M. The position accounts for 0.08% of the portfolio, ranked #193.

Focus Financial Network first reported a position in IWY in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.91M in Q4 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Focus Financial Network held 8,973 shares of iShares Russell Top 200 Growth ETF worth $2.61M as of Q2 2026.
Focus Financial Network bought 97 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $27.4K.
iShares Russell Top 200 Growth ETF made up 0.08% of Focus Financial Network's portfolio in Q2 2026, its #193 holding.
Focus Financial Network first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Focus Financial Network's iShares Russell Top 200 Growth ETF position peaked at $2.91M in Q4 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.