Fortress Private Ledger’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Fortress Private Ledger’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	$387K	Buy	1,333 +177	+15%	+$50K	0.11%	187
2026 Q1	$288K	Buy	+1,156	New	+$306K	0.09%	189

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

Fortress Private Ledger's IWY Position: Q2 2026 in Review

Fortress Private Ledger increased its iShares Russell Top 200 Growth ETF (IWY) stake by 15% in Q2 2026, buying an estimated $50K and bringing the position to 1,333 shares worth $387K. The position accounts for 0.11% of the portfolio, ranked #187.

Fortress Private Ledger first reported a position in IWY in Q1 2026 and has held it in 2 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Fortress Private Ledger held 1,333 shares of iShares Russell Top 200 Growth ETF worth $387K as of Q2 2026.
Fortress Private Ledger bought 177 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $50K.
iShares Russell Top 200 Growth ETF made up 0.11% of Fortress Private Ledger's portfolio in Q2 2026, its #187 holding.
Fortress Private Ledger first reported a position in iShares Russell Top 200 Growth ETF in Q1 2026 and has held it in 2 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.