IAG Wealth Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

IAG Wealth Partners’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	$11.9M	Sell	40,968 -1,415	-3%	-$400K	1.18%	28
2026 Q1	$10.5M	Buy	42,383 +5,257	+14%	+$1.39M	1.18%	27
2025 Q4	$10.3M	Sell	37,126 -91	-0.2%	-$25.2K	1.19%	27
2025 Q3	$10.2M	Buy	+37,217	New	+$9.63M	1.22%	26

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

IAG Wealth Partners's IWY Position: Q2 2026 in Review

IAG Wealth Partners reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3.3% in Q2 2026, selling an estimated $400K and leaving 40,968 shares worth $11.9M. The position accounts for 1.18% of the portfolio, ranked #28.

IAG Wealth Partners first reported a position in IWY in Q3 2025 and has held it in 4 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

IAG Wealth Partners held 40,968 shares of iShares Russell Top 200 Growth ETF worth $11.9M as of Q2 2026.
IAG Wealth Partners sold 1,415 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $400K.
iShares Russell Top 200 Growth ETF made up 1.18% of IAG Wealth Partners's portfolio in Q2 2026, its #28 holding.
IAG Wealth Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 4 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.