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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
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 $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
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

Forum Private Client Group's IWY Position: Q1 2026 in Review

Forum Private Client Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 5.1% in Q1 2026, buying an estimated $1.13M and bringing the position to 87,781 shares worth $21.9M. The position accounts for 7.29% of the portfolio, ranked #4.

Forum Private Client Group first reported a position in IWY in Q1 2022 and has held it in 16 quarters since. The position peaked at $23.1M in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Forum Private Client Group held 87,781 shares of iShares Russell Top 200 Growth ETF worth $21.9M as of Q1 2026.
  • Forum Private Client Group bought 4,276 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $1.13M.
  • iShares Russell Top 200 Growth ETF made up 7.29% of Forum Private Client Group's portfolio in Q1 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 16 quarters since.
  • Forum Private Client Group's iShares Russell Top 200 Growth ETF position peaked at $23.1M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Forum Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.