Forum Private Client Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Forum Private Client Group’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	$26.4M	Buy	90,802 +3,021	+3%	+$853K	7.85%	4
2026 Q1	$21.9M	Buy	87,781 +4,276	+5%	+$1.13M	7.29%	4
2025 Q4	$23.1M	Sell	83,505 -440	-0.5%	-$122K	7.88%	3
2025 Q3	$23M	Buy	83,945 +4,865	+6%	+$1.26M	8.18%	3
2025 Q2	$19.5M	Buy	79,080 +10,533	+15%	+$2.34M	7.51%	3
2025 Q1	$14.5M	Buy	68,547 +1,328	+2%	+$306K	6.28%	4
2024 Q4	$15.8M	Sell	67,219 -1,680	-2%	-$386K	7.04%	4
2024 Q3	$15.2M	Sell	68,899 -819	-1%	-$174K	6.73%	4
2024 Q2	$15M	Sell	69,718 -885	-1%	-$176K	7.11%	3
2024 Q1	$13.8M	Buy	70,603 +1,295	+2%	+$242K	6.66%	3
2023 Q4	$12.1M	Buy	+69,308	New	+$11.4M	6.34%	3
2023 Q3	–	Sell	-67,650	Closed	-$10.7M	–	40
2023 Q2	$10.7M	Buy	67,650 +7,180	+12%	+$1.05M	6.14%	3
2023 Q1	$8.4M	Buy	60,470 +9,883	+20%	+$1.28M	5.31%	5
2022 Q4	$6.1M	Buy	50,587 +7,907	+19%	+$983K	4.21%	7
2022 Q3	$5.1M	Buy	42,680 +13,239	+45%	+$1.78M	3.81%	7
2022 Q2	$3.69M	Buy	29,441 +21,579	+274%	+$2.96M	2.68%	12
2022 Q1	$1.25M	Buy	+7,862	New	+$1.23M	0.97%	27

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

Forum Private Client Group's IWY Position: Q2 2026 in Review

Forum Private Client Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3.4% in Q2 2026, buying an estimated $853K and bringing the position to 90,802 shares worth $26.4M. The position accounts for 7.85% of the portfolio, ranked #4.

Forum Private Client Group first reported a position in IWY in Q1 2022 and has held it in 17 quarters since. 683 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Forum Private Client Group held 90,802 shares of iShares Russell Top 200 Growth ETF worth $26.4M as of Q2 2026.
Forum Private Client Group bought 3,021 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $853K.
iShares Russell Top 200 Growth ETF made up 7.85% of Forum Private Client Group's portfolio in Q2 2026, its #4 holding.
Forum Private Client Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 17 quarters since.
683 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.