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

HighPoint 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 		$518K Buy
1,783
+36
+2% +$10.2K 0.02% 458
2026
Q1 		$435K Buy
1,747
+83
+5% +$22K 0.02% 447
2025
Q4 		$461K Buy
+1,664
New +$461K 0.01% 689

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

HighPoint Advisor Group's IWY Position: Q2 2026 in Review

HighPoint Advisor Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.1% in Q2 2026, buying an estimated $10.2K and bringing the position to 1,783 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #458.

HighPoint Advisor Group first reported a position in IWY in Q4 2025 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • HighPoint Advisor Group held 1,783 shares of iShares Russell Top 200 Growth ETF worth $518K as of Q2 2026.
  • HighPoint Advisor Group bought 36 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $10.2K.
  • iShares Russell Top 200 Growth ETF made up 0.02% of HighPoint Advisor Group's portfolio in Q2 2026, its #458 holding.
  • HighPoint Advisor Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.