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Garton & Associates Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-1,695
Closed -$470K – 411
2025
Q4 		$470K Buy
+1,695
New +$470K 0.26% 69

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
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Garton & Associates Financial Advisors's IWY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2026, closing a stake of 1,695 shares — an estimated $470K sold.

Garton & Associates Financial Advisors first reported a position in IWY in Q4 2025 and held it in 1 quarter. The position peaked at $470K in Q4 2025. 642 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,695 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $470K.
  • Garton & Associates Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Russell Top 200 Growth ETF position peaked at $470K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.