Focus Partners Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Focus Partners Wealth’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	$3.08M	Sell	12,370 -98	-0.8%	-$26K	﹤0.01%	1122
2025 Q4	$3.45M	Buy	12,468 +3,005	+32%	+$833K	﹤0.01%	1104
2025 Q3	$2.59M	Buy	9,463 +432	+5%	+$112K	﹤0.01%	940
2025 Q2	$2.23M	Buy	9,031 +334	+4%	+$74.3K	﹤0.01%	874
2025 Q1	$1.83M	Sell	8,697 -49	-0.6%	-$11.3K	﹤0.01%	870
2024 Q4	$2.06M	Buy	8,746 +1,951	+29%	+$448K	0.01%	831
2024 Q3	$1.5M	Buy	6,795 +145	+2%	+$30.9K	﹤0.01%	841
2024 Q2	$1.43M	Buy	6,650 +3,620	+119%	+$721K	﹤0.01%	717
2024 Q1	$591K	Hold	3,030	–	–	﹤0.01%	694
2023 Q4	$531K	Buy	+3,030	New	+$497K	0.01%	569

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Focus Partners Wealth's IWY Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.79% in Q1 2026, selling an estimated $26K and leaving 12,370 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Focus Partners Wealth first reported a position in IWY in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.45M in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Focus Partners Wealth held 12,370 shares of iShares Russell Top 200 Growth ETF worth $3.08M as of Q1 2026.
Focus Partners Wealth sold 98 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $26K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1122 holding.
Focus Partners Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's iShares Russell Top 200 Growth ETF position peaked at $3.45M in Q4 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.