Glass Jacobson Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Glass Jacobson Investment 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 Q2	$1.24K	Hold	4	–	–	﹤0.01%	566
2026 Q1	$1.06K	Hold	4	–	–	﹤0.01%	562
2025 Q4	$1.18K	Hold	4	–	–	﹤0.01%	548
2025 Q3	$1.16K	Hold	4	–	–	﹤0.01%	543
2025 Q2	$1.05K	Sell	4 -215	-98%	-$47.9K	﹤0.01%	526
2025 Q1	$51.6K	Hold	219	–	–	0.02%	367
2024 Q4	$51.6K	Buy	219 +44	+25%	+$10.1K	0.02%	367
2024 Q3	$38.5K	Hold	175	–	–	0.01%	400
2024 Q2	$37.5K	Hold	175	–	–	0.01%	386
2024 Q1	$34.1K	Hold	175	–	–	0.01%	405
2023 Q4	$30.6K	Sell	175 -248	-59%	-$40.7K	0.01%	393
2023 Q3	$65.1K	Sell	423 -175	-29%	-$27.9K	0.03%	305
2023 Q2	$94.9K	Buy	+598	New	+$87.2K	0.04%	265
2022 Q4	$230K	Buy	+1,909	New	+$237K	0.11%	189

Other funds holding IWY

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Glass Jacobson Investment Advisors's IWY Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 4 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Glass Jacobson Investment Advisors first reported a position in IWY in Q4 2022 and has held it in 14 quarters since. The position peaked at $230K in Q4 2022. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Glass Jacobson Investment Advisors held 4 shares of iShares Russell Top 200 Growth ETF worth $1.24K as of Q2 2026.
Glass Jacobson Investment Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #566 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's iShares Russell Top 200 Growth ETF position peaked at $230K in Q4 2022.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.