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

Golden State 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 Q2	$938K	Sell	3,229 -1,970	-38%	-$556K	0.09%	192
2026 Q1	$1.29M	Sell	5,199 -7,559	-59%	-$2M	0.14%	139
2025 Q4	$3.53M	Sell	12,758 -476	-4%	-$132K	0.37%	54
2025 Q3	$3.62M	Buy	13,234 +3,599	+37%	+$931K	0.4%	49
2025 Q2	$2.38M	Buy	+9,635	New	+$2.14M	0.29%	68

Other funds holding IWY

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Golden State Wealth Management's IWY Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 38% in Q2 2026, selling an estimated $556K and leaving 3,229 shares worth $938K. The position accounts for 0.09% of the portfolio, ranked #192.

Golden State Wealth Management first reported a position in IWY in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.62M in Q3 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Golden State Wealth Management held 3,229 shares of iShares Russell Top 200 Growth ETF worth $938K as of Q2 2026.
Golden State Wealth Management sold 1,970 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $556K.
iShares Russell Top 200 Growth ETF made up 0.09% of Golden State Wealth Management's portfolio in Q2 2026, its #192 holding.
Golden State Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 5 quarters since.
Golden State Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $3.62M in Q3 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.