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Global Wealth Management Investment Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Global Wealth Management Investment Advisory’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 		$3.72M Sell
12,808
-104
-0.8% -$29.4K 0.53% 68
2026
Q1 		$3.21M Sell
12,912
-397
-3% -$105K 0.5% 72
2025
Q4 		$3.69M Sell
13,309
-1,023
-7% -$283K 0.59% 62
2025
Q3 		$3.92M Sell
14,332
-202
-1% -$52.3K 0.66% 57
2025
Q2 		$3.58M Hold
14,534
– – 0.67% 53
2025
Q1 		$3.07M Sell
14,534
-796
-5% -$183K 0.61% 58
2024
Q4 		$3.61M Sell
15,330
-726
-5% -$167K 0.74% 44
2024
Q3 		$3.53M Sell
16,056
-256
-2% -$54.5K 0.76% 44
2024
Q2 		$3.5M Sell
16,312
-1,194
-7% -$238K 0.81% 43
2024
Q1 		$3.42M Sell
17,506
-1,903
-10% -$356K 0.84% 45
2023
Q4 		$3.4M Sell
19,409
-2,916
-13% -$479K 0.87% 40
2023
Q3 		$3.43M Sell
22,325
-1,110
-5% -$177K 0.96% 31
2023
Q2 		$3.72M Sell
23,435
-1,073
-4% -$156K 1.02% 27
2023
Q1 		$3.4M Sell
24,508
-2,980
-11% -$387K 1.03% 34
2022
Q4 		$3.31M Sell
27,488
-4,968
-15% -$617K 1.08% 33
2022
Q3 		$3.88M Sell
32,456
-2,232
-6% -$300K 1.38% 19
2022
Q2 		$4.34M Sell
34,688
-19,093
-36% -$2.62M 1.47% 19
2022
Q1 		$8.54M Sell
53,781
-5,291
-9% -$825K 2.54% 6
2021
Q4 		$10.2M Sell
59,072
-6,335
-10% -$1.06M 3.08% 2
2021
Q3 		$9.99M Sell
65,407
-6,700
-9% -$1.06M 3.16% 1
2021
Q2 		$10.9M Sell
72,107
-6,745
-9% -$965K 3.61% 1
2021
Q1 		$10.6M Sell
78,852
-3,096
-4% -$415K 3.83% 1
2020
Q4 		$10.9M Sell
81,948
-10,091
-11% -$1.27M 4.23% 1
2020
Q3 		$11.2M Sell
92,039
-6,053
-6% -$713K 4.83% 1
2020
Q2 		$10.5M Buy
98,092
+3,533
+4% +$346K 4.47% 1
2020
Q1 		$7.96M Sell
94,559
-3,275
-3% -$312K 4.02% 2
2019
Q4 		$9.45M Buy
97,834
+1,165
+1% +$106K 4% 1
2019
Q3 		$8.42M Buy
96,669
+1,846
+2% +$161K 3.85% 1
2019
Q2 		$8.14M Buy
94,823
+5,349
+6% +$450K 3.94% 1
2019
Q1 		$7.36M Buy
89,474
+9,438
+12% +$737K 3.82% 1
2018
Q4 		$5.74M Buy
+80,036
New +$6.19M 3.34% 1

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

Global Wealth Management Investment Advisory's IWY Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.81% in Q2 2026, selling an estimated $29.4K and leaving 12,808 shares worth $3.72M. The position accounts for 0.53% of the portfolio, ranked #68.

Global Wealth Management Investment Advisory first reported a position in IWY in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.2M in Q3 2020. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Global Wealth Management Investment Advisory held 12,808 shares of iShares Russell Top 200 Growth ETF worth $3.72M as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 104 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $29.4K.
  • iShares Russell Top 200 Growth ETF made up 0.53% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #68 holding.
  • Global Wealth Management Investment Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Global Wealth Management Investment Advisory's iShares Russell Top 200 Growth ETF position peaked at $11.2M in Q3 2020.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.