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GeoWealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

GeoWealth 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 		$1.34M Buy
4,601
+258
+6% +$72.8K 0.04% 258
2026
Q1 		$1.08M Sell
4,343
-257
-6% -$68.1K 0.04% 267
2025
Q4 		$1.27M Sell
4,600
-664
-13% -$184K 0.05% 230
2025
Q3 		$1.44M Buy
5,264
+170
+3% +$44K 0.05% 231
2025
Q2 		$1.26M Buy
5,094
+233
+5% +$51.9K 0.05% 213
2025
Q1 		$1.03M Sell
4,861
-81,427
-94% -$18.7M 0.04% 253
2024
Q4 		$20.3M Buy
86,288
+50,509
+141% +$11.6M 0.66% 29
2024
Q3 		$7.87M Buy
35,779
+12,811
+56% +$2.73M 0.28% 63
2024
Q2 		$4.93M Buy
22,968
+1,947
+9% +$388K 0.21% 73
2024
Q1 		$4.1M Sell
21,021
-28,276
-57% -$5.29M 0.16% 112
2023
Q4 		$8.64M Buy
49,297
+48,382
+5,288% +$7.94M 0.71% 39
2023
Q3 		$141K Sell
915
-169
-16% -$27K 0.02% 312
2023
Q2 		$172K Sell
1,084
-16
-1% -$2.33K 0.02% 255
2023
Q1 		$153K Buy
1,100
+1,079
+5,138% +$140K 0.02% 222
2022
Q4 		$3K Buy
+21
New +$2.61K ﹤0.01% 347
2022
Q3 		– Sell
-3,031
Closed -$380K – 366
2022
Q2 		$380K Sell
3,031
-23,302
-88% -$3.2M 0.05% 189
2022
Q1 		$4.18M Buy
26,333
+9,611
+57% +$1.5M 0.37% 67
2021
Q4 		$2.9M Sell
16,722
-60,386
-78% -$10.1M 0.24% 86
2021
Q3 		$11.8M Buy
+77,108
New +$12.2M 0.97% 25
2019
Q4 		– Sell
-3,516
Closed -$306K – 150
2019
Q3 		$306K Buy
+3,516
New +$307K 0.07% 147

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

GeoWealth Management's IWY Position: Q2 2026 in Review

GeoWealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 5.9% in Q2 2026, buying an estimated $72.8K and bringing the position to 4,601 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #258.

GeoWealth Management first reported a position in IWY in Q3 2019 and has held it in 20 quarters since. The position peaked at $20.3M in Q4 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • GeoWealth Management held 4,601 shares of iShares Russell Top 200 Growth ETF worth $1.34M as of Q2 2026.
  • GeoWealth Management bought 258 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $72.8K.
  • iShares Russell Top 200 Growth ETF made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #258 holding.
  • GeoWealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2019 and has held it in 20 quarters since.
  • GeoWealth Management's iShares Russell Top 200 Growth ETF position peaked at $20.3M in Q4 2024.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.