Future Financial Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Future Financial 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 Q1	$6.2M	Buy	22,623 +990	+5%	+$262K	3.99%	5
2025 Q4	$5.78M	Buy	21,633 +2,239	+12%	+$620K	3.89%	5
2025 Q3	$5.31M	Sell	19,394 -496	-2%	-$128K	3.34%	5
2025 Q2	$4.9M	Sell	19,890 -511	-3%	-$114K	3.34%	5
2025 Q1	$4.3M	Sell	20,401 -158	-0.8%	-$36.3K	3.16%	4
2024 Q4	$4.84M	Buy	20,559 +457	+2%	+$105K	3.54%	4
2024 Q3	$4.42M	Buy	20,102 +520	+3%	+$111K	3.16%	4
2024 Q2	$4.2M	Buy	19,582 +926	+5%	+$185K	3.69%	4
2024 Q1	$3.64M	Buy	+18,656	New	+$3.49M	2.8%	7

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Future Financial Wealth Management's IWY Position: Q1 2026 in Review

Future Financial Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 4.6% in Q1 2026, buying an estimated $262K and bringing the position to 22,623 shares worth $6.2M. The position accounts for 3.99% of the portfolio, ranked #5.

Future Financial Wealth Management first reported a position in IWY in Q1 2024 and has held it in 9 quarters since. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Future Financial Wealth Management held 22,623 shares of iShares Russell Top 200 Growth ETF worth $6.2M as of Q1 2026.
Future Financial Wealth Management bought 990 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $262K.
iShares Russell Top 200 Growth ETF made up 3.99% of Future Financial Wealth Management's portfolio in Q1 2026, its #5 holding.
Future Financial Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 9 quarters since.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.