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GWN Securities’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

GWN Securities’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 		$457K Sell
1,573
-180
-10% -$50.8K 0.08% 310
2026
Q1 		$436K Buy
1,753
+164
+10% +$43.4K 0.08% 271
2025
Q4 		$440K Sell
1,589
-199
-11% -$55.1K 0.09% 244
2025
Q3 		$491K Buy
1,788
+367
+26% +$94.9K 0.11% 203
2025
Q2 		$352K Sell
1,421
-12,952
-90% -$2.88M 0.07% 274
2025
Q1 		$3.03M Buy
14,373
+13,499
+1,545% +$3.11M 0.17% 150
2024
Q4 		$207K Buy
+874
New +$201K 0.06% 331

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

GWN Securities's IWY Position: Q2 2026 in Review

GWN Securities reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 10% in Q2 2026, selling an estimated $50.8K and leaving 1,573 shares worth $457K. The position accounts for 0.08% of the portfolio, ranked #310.

GWN Securities first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.03M in Q1 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • GWN Securities held 1,573 shares of iShares Russell Top 200 Growth ETF worth $457K as of Q2 2026.
  • GWN Securities sold 180 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $50.8K.
  • iShares Russell Top 200 Growth ETF made up 0.08% of GWN Securities's portfolio in Q2 2026, its #310 holding.
  • GWN Securities first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's iShares Russell Top 200 Growth ETF position peaked at $3.03M in Q1 2025.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.