FIA
IWY icon

Foundations Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Foundations Investment Advisors’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 		$2.21M Sell
7,604
-2,663
-26% -$752K 0.02% 381
2026
Q1 		$2.55M Sell
10,267
-2,208
-18% -$585K 0.03% 322
2025
Q4 		$3.45M Buy
12,475
+613
+5% +$170K 0.05% 264
2025
Q3 		$3.25M Sell
11,862
-687
-5% -$178K 0.05% 259
2025
Q2 		$3.09M Buy
12,549
+943
+8% +$210K 0.05% 256
2025
Q1 		$2.45M Sell
11,606
-10,245
-47% -$2.36M 0.05% 267
2024
Q4 		$5.14M Buy
21,851
+8,295
+61% +$1.9M 0.1% 186
2024
Q3 		$2.98M Buy
13,556
+3,398
+33% +$723K 0.06% 226
2024
Q2 		$2.18M Sell
10,158
-4,611
-31% -$919K 0.05% 226
2024
Q1 		$2.88M Sell
14,769
-522
-3% -$97.6K 0.08% 202
2023
Q4 		$2.8M Sell
15,291
-11,457
-43% -$1.88M 0.08% 192
2023
Q3 		$4.11M Buy
26,748
+556
+2% +$88.7K 0.13% 131
2023
Q2 		$4.15M Buy
26,192
+11,437
+78% +$1.67M 0.14% 107
2023
Q1 		$2.05M Sell
14,755
-248
-2% -$32.2K 0.07% 159
2022
Q4 		$1.81M Buy
15,003
+12,245
+444% +$1.52M 0.07% 141
2022
Q3 		$330K Sell
2,758
-348
-11% -$46.7K 0.01% 310
2022
Q2 		$400K Sell
3,106
-61
-2% -$8.37K 0.02% 265
2022
Q1 		$472K Buy
3,167
+37
+1% +$5.77K 0.02% 204
2021
Q4 		$527K Sell
3,130
-423
-12% -$70.5K 0.02% 200
2021
Q3 		$544K Sell
3,553
-1,043
-23% -$165K 0.02% 168
2021
Q2 		$711K Buy
+4,596
New +$658K 0.03% 127

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Foundations Investment Advisors's IWY Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 26% in Q2 2026, selling an estimated $752K and leaving 7,604 shares worth $2.21M. The position accounts for 0.02% of the portfolio, ranked #381.

Foundations Investment Advisors first reported a position in IWY in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.14M in Q4 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Foundations Investment Advisors held 7,604 shares of iShares Russell Top 200 Growth ETF worth $2.21M as of Q2 2026.
  • Foundations Investment Advisors sold 2,663 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $752K.
  • iShares Russell Top 200 Growth ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #381 holding.
  • Foundations Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Foundations Investment Advisors's iShares Russell Top 200 Growth ETF position peaked at $5.14M in Q4 2024.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.