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

Founders Financial Securities’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 		$216K Sell
744
-117
-14% -$33K 0.01% 523
2026
Q1 		$224K Sell
861
-2,634
-75% -$698K 0.01% 501
2025
Q4 		$968K Buy
+3,495
New +$968K 0.06% 286
2025
Q1 		– Sell
-3,848
Closed -$905K – 484
2024
Q4 		$905K Buy
+3,848
New +$883K 0.08% 194

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 Securities's IWY Position: Q2 2026 in Review

Founders Financial Securities reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 14% in Q2 2026, selling an estimated $33K and leaving 744 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #523.

Founders Financial Securities first reported a position in IWY in Q4 2024 and has held it in 4 quarters since. The position peaked at $968K in Q4 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Founders Financial Securities held 744 shares of iShares Russell Top 200 Growth ETF worth $216K as of Q2 2026.
  • Founders Financial Securities sold 117 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $33K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #523 holding.
  • Founders Financial Securities first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • Founders Financial Securities's iShares Russell Top 200 Growth ETF position peaked at $968K in Q4 2025.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.