Great Valley Advisor Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Great Valley Advisor Group’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	$3.19M	Buy	10,962 +121	+1%	+$34.2K	0.05%	306
2026 Q1	$2.7M	Buy	10,841 +472	+5%	+$125K	0.05%	319
2025 Q4	$2.87M	Buy	10,369 +291	+3%	+$80.6K	0.06%	276
2025 Q3	$2.76M	Buy	10,078 +91	+0.9%	+$23.5K	0.06%	278
2025 Q2	$2.46M	Buy	9,987 +159	+2%	+$35.4K	0.05%	282
2025 Q1	$2.07M	Sell	9,828 -80	-0.8%	-$18.4K	0.04%	307
2024 Q4	$2.33M	Buy	9,908 +3	+0%	+$689	0.05%	296
2024 Q3	$2.18M	Sell	9,905 -2,264	-19%	-$482K	0.05%	296
2024 Q2	$2.61M	Buy	12,169 +1,100	+10%	+$219K	0.07%	250
2024 Q1	$2.16M	Buy	11,069 +4,532	+69%	+$847K	0.07%	260
2023 Q4	$1.15M	Buy	6,537 +5,057	+342%	+$830K	0.04%	320
2023 Q3	$227K	Sell	1,480 -1,570	-51%	-$250K	0.01%	603
2023 Q2	$484K	Buy	+3,050	New	+$445K	0.02%	449
2022 Q3	–	Sell	-2,414	Closed	-$302K	–	691
2022 Q2	$302K	Buy	2,414 +58	+2%	+$7.96K	0.02%	544
2022 Q1	$374K	Sell	2,356 -488	-17%	-$76.1K	0.02%	452
2021 Q4	$493K	Hold	2,844	–	–	0.03%	388
2021 Q3	$434K	Buy	+2,844	New	+$449K	0.03%	394

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

Great Valley Advisor Group's IWY Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.1% in Q2 2026, buying an estimated $34.2K and bringing the position to 10,962 shares worth $3.19M. The position accounts for 0.05% of the portfolio, ranked #306.

Great Valley Advisor Group first reported a position in IWY in Q3 2021 and has held it in 17 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Great Valley Advisor Group held 10,962 shares of iShares Russell Top 200 Growth ETF worth $3.19M as of Q2 2026.
Great Valley Advisor Group bought 121 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $34.2K.
iShares Russell Top 200 Growth ETF made up 0.05% of Great Valley Advisor Group's portfolio in Q2 2026, its #306 holding.
Great Valley Advisor Group first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and has held it in 17 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.