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

Gibbs 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 		$812K Buy
+3,265
New +$865K 0.11% 192
2025
Q3 		– Sell
-3,753
Closed -$925K – 356
2025
Q2 		$925K Buy
+3,753
New +$835K 0.18% 139

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

Gibbs Wealth Management's IWY Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q1 2026: 3,265 shares worth $812K. The stake represents 0.11% of the portfolio and ranks #192 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in IWY as recently as Q2 2025.

Gibbs Wealth Management first reported a position in IWY in Q2 2025 and has held it in 2 quarters since. The position peaked at $925K in Q2 2025. 642 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Gibbs Wealth Management held 3,265 shares of iShares Russell Top 200 Growth ETF worth $812K as of Q1 2026.
  • iShares Russell Top 200 Growth ETF was a new Gibbs Wealth Management position in Q1 2026.
  • iShares Russell Top 200 Growth ETF made up 0.11% of Gibbs Wealth Management's portfolio in Q1 2026, its #192 holding.
  • Gibbs Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • Gibbs Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $925K in Q2 2025.
  • 642 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.