Fortitude Family Office’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Fortitude Family Office’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	$759K	Hold	2,610	–	–	0.15%	79
2026 Q1	$649K	Sell	2,610 -2,610	-50%	-$691K	0.15%	80
2025 Q4	$1.45M	Hold	5,220	–	–	0.34%	60
2025 Q3	$1.43M	Hold	5,220	–	–	0.38%	52
2025 Q2	$1.29M	Hold	5,220	–	–	0.42%	48
2025 Q1	$1.1M	Hold	5,220	–	–	0.39%	39
2024 Q4	$1.23M	Buy	+5,220	New	+$1.2M	0.44%	38

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

Fortitude Family Office's IWY Position: Q2 2026 in Review

Fortitude Family Office held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 2,610 shares worth $759K. The position accounts for 0.15% of the portfolio, ranked #79.

Fortitude Family Office first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q4 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Fortitude Family Office held 2,610 shares of iShares Russell Top 200 Growth ETF worth $759K as of Q2 2026.
Fortitude Family Office left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.15% of Fortitude Family Office's portfolio in Q2 2026, its #79 holding.
Fortitude Family Office first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Fortitude Family Office's iShares Russell Top 200 Growth ETF position peaked at $1.45M in Q4 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.