Goldstein Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Goldstein 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	$246K	Sell	846 -148	-15%	-$41.8K	0.02%	220
2026 Q1	$247K	Sell	994 -19	-2%	-$5.03K	0.03%	179
2025 Q4	$281K	Hold	1,013	–	–	0.03%	156
2025 Q3	$277K	Sell	1,013 -180	-15%	-$46.6K	0.03%	156
2025 Q2	$294K	Sell	1,193 -223	-16%	-$49.6K	0.04%	135
2025 Q1	$299K	Hold	1,416	–	–	0.04%	141
2024 Q4	$333K	Hold	1,416	–	–	0.05%	123
2024 Q3	$312K	Hold	1,416	–	–	0.05%	122
2024 Q2	$304K	Buy	+1,416	New	+$282K	0.05%	115

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

Goldstein Advisors's IWY Position: Q2 2026 in Review

Goldstein Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 15% in Q2 2026, selling an estimated $41.8K and leaving 846 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #220.

Goldstein Advisors first reported a position in IWY in Q2 2024 and has held it in 9 quarters since. The position peaked at $333K in Q4 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Goldstein Advisors held 846 shares of iShares Russell Top 200 Growth ETF worth $246K as of Q2 2026.
Goldstein Advisors sold 148 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $41.8K.
iShares Russell Top 200 Growth ETF made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #220 holding.
Goldstein Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Goldstein Advisors's iShares Russell Top 200 Growth ETF position peaked at $333K in Q4 2024.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.