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FSB Premier Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

FSB Premier Wealth Management’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 		$622K Buy
2,139
+2
+0.1% +$565 0.18% 134
2026
Q1 		$532K Buy
2,137
+12
+0.6% +$3.18K 0.17% 133
2025
Q4 		$589K Buy
2,125
+2
+0.1% +$554 0.19% 124
2025
Q3 		$581K Sell
2,123
-3
-0.1% -$776 0.19% 123
2025
Q2 		$524K Sell
2,126
-3
-0.1% -$668 0.19% 126
2025
Q1 		$449K Sell
2,129
-2
-0.1% -$460 0.18% 130
2024
Q4 		$501K Buy
2,131
+2
+0.1% +$459 0.2% 118
2024
Q3 		$469K Sell
2,129
-127
-6% -$27K 0.19% 121
2024
Q2 		$484K Sell
2,256
-14
-0.6% -$2.79K 0.22% 108
2024
Q1 		$443K Buy
2,270
+132
+6% +$24.7K 0.21% 99
2023
Q4 		$375K Buy
2,138
+9
+0.4% +$1.48K 0.19% 103
2023
Q3 		$328K Buy
+2,129
New +$340K 0.18% 104

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

FSB Premier Wealth Management's IWY Position: Q2 2026 in Review

FSB Premier Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.09% in Q2 2026, buying an estimated $565 and bringing the position to 2,139 shares worth $622K. The position accounts for 0.18% of the portfolio, ranked #134.

FSB Premier Wealth Management first reported a position in IWY in Q3 2023 and has held it in 12 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • FSB Premier Wealth Management held 2,139 shares of iShares Russell Top 200 Growth ETF worth $622K as of Q2 2026.
  • FSB Premier Wealth Management bought 2 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $565.
  • iShares Russell Top 200 Growth ETF made up 0.18% of FSB Premier Wealth Management's portfolio in Q2 2026, its #134 holding.
  • FSB Premier Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.