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Founders Financial Alliance’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Founders Financial Alliance’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 		$870K Sell
2,994
-53
-2% -$15K 0.12% 169
2026
Q1 		$758K Buy
3,047
+1
+0% +$265 0.14% 150
2025
Q4 		$844K Buy
3,046
+4
+0.1% +$1.11K 0.16% 123
2025
Q3 		$832K Sell
3,042
-5
-0.2% -$1.29K 0.16% 133
2025
Q2 		$751K Buy
3,047
+1
+0% +$223 0.17% 125
2025
Q1 		$643K Sell
3,046
-69
-2% -$15.9K 0.16% 138
2024
Q4 		$733K Buy
3,115
+1,397
+81% +$321K 0.2% 107
2024
Q3 		$378K Hold
1,718
– – 0.11% 191
2024
Q2 		$369K Sell
1,718
-6
-0.3% -$1.2K 0.11% 185
2024
Q1 		$336K Sell
1,724
-144
-8% -$26.9K 0.1% 199
2023
Q4 		$327K Buy
1,868
+1
+0.1% +$164 0.13% 172
2023
Q3 		$287K Sell
1,867
-7
-0.4% -$1.12K 0.13% 177
2023
Q2 		$297K Buy
1,874
+292
+18% +$42.6K 0.12% 191
2023
Q1 		$219K Sell
1,582
-331
-17% -$43K 0.11% 191
2022
Q4 		$231K Sell
1,913
-7
-0.4% -$870 0.11% 201
2022
Q3 		$229K Sell
1,920
-146
-7% -$19.6K 0.12% 187
2022
Q2 		$259K Buy
2,066
+32
+2% +$4.39K 0.13% 169
2022
Q1 		$323K Sell
2,034
-462
-19% -$72K 0.14% 147
2021
Q4 		$433K Hold
2,496
– – 0.17% 130
2021
Q3 		$381K Sell
2,496
-2
-0.1% -$316 0.18% 135
2021
Q2 		$374K Sell
2,498
-29
-1% -$4.15K 0.17% 136
2021
Q1 		$351K Sell
2,527
-6
-0.2% -$804 0.17% 132
2020
Q4 		$337K Hold
2,533
– – 0.19% 122
2020
Q3 		$312K Buy
+2,533
New +$298K 0.19% 111

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

Founders Financial Alliance's IWY Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.7% in Q2 2026, selling an estimated $15K and leaving 2,994 shares worth $870K. The position accounts for 0.12% of the portfolio, ranked #169.

Founders Financial Alliance first reported a position in IWY in Q3 2020 and has held it in 24 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Founders Financial Alliance held 2,994 shares of iShares Russell Top 200 Growth ETF worth $870K as of Q2 2026.
  • Founders Financial Alliance sold 53 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $15K.
  • iShares Russell Top 200 Growth ETF made up 0.12% of Founders Financial Alliance's portfolio in Q2 2026, its #169 holding.
  • Founders Financial Alliance first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.