Hidden Cove Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Hidden Cove 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	$20.2M	Buy	69,390 +2,894	+4%	+$817K	11.11%	1
2026 Q1	$16.5M	Sell	66,496 -9,444	-12%	-$2.5M	10.63%	1
2025 Q4	$21M	Sell	75,940 -3,582	-5%	-$992K	13.61%	1
2025 Q3	$21.8M	Buy	79,522 +3,344	+4%	+$865K	14.38%	1
2025 Q2	$18.8M	Sell	76,178 -130	-0.2%	-$28.9K	13.6%	1
2025 Q1	$16.1M	Sell	76,308 -2,629	-3%	-$605K	12.73%	3
2024 Q4	$18.6M	Buy	+78,937	New	+$18.1M	15.07%	2

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

Hidden Cove Wealth Management's IWY Position: Q2 2026 in Review

Hidden Cove Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 4.4% in Q2 2026, buying an estimated $817K and bringing the position to 69,390 shares worth $20.2M. The position accounts for 11.11% of the portfolio, ranked #1.

Hidden Cove Wealth Management first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.8M in Q3 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Hidden Cove Wealth Management held 69,390 shares of iShares Russell Top 200 Growth ETF worth $20.2M as of Q2 2026.
Hidden Cove Wealth Management bought 2,894 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $817K.
iShares Russell Top 200 Growth ETF made up 11.11% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #1 holding.
Hidden Cove Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Hidden Cove Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $21.8M in Q3 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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