FWG Investments’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

FWG Investments’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	$4.88M	Sell	16,809 -258	-2%	-$72.8K	2.58%	8
2026 Q1	$4.25M	Sell	17,067 -482	-3%	-$128K	2.7%	7
2025 Q4	$4.86M	Buy	17,549 +392	+2%	+$109K	3.1%	4
2025 Q3	$4.69M	Buy	17,157 +581	+4%	+$150K	3.22%	5
2025 Q2	$4.09M	Sell	16,576 -147	-0.9%	-$32.7K	3.11%	5
2025 Q1	$3.53M	Sell	16,723 -926	-5%	-$213K	4.14%	3
2024 Q4	$4.15M	Sell	17,649 -635	-3%	-$146K	3.23%	3
2024 Q3	$4.02M	Sell	18,284 -159	-0.9%	-$33.8K	3.48%	2
2024 Q2	$3.96M	Sell	18,443 -1,706	-8%	-$340K	3.99%	2
2024 Q1	$3.93M	Sell	20,149 -566	-3%	-$106K	4.26%	2
2023 Q4	$3.63M	Buy	+20,715	New	+$3.4M	4.51%	2

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FWG Investments's IWY Position: Q2 2026 in Review

FWG Investments reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.5% in Q2 2026, selling an estimated $72.8K and leaving 16,809 shares worth $4.88M. The position accounts for 2.58% of the portfolio, ranked #8.

FWG Investments first reported a position in IWY in Q4 2023 and has held it in 11 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

FWG Investments held 16,809 shares of iShares Russell Top 200 Growth ETF worth $4.88M as of Q2 2026.
FWG Investments sold 258 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $72.8K.
iShares Russell Top 200 Growth ETF made up 2.58% of FWG Investments's portfolio in Q2 2026, its #8 holding.
FWG Investments first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 11 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.