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IFG Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

IFG Advisory’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
Q1 		– Sell
-1,766
Closed -$489K – 629
2025
Q4 		$489K Buy
1,766
+390
+28% +$108K 0.02% 513
2025
Q3 		$377K Hold
1,376
– – 0.02% 571
2025
Q2 		$339K Buy
1,376
+137
+11% +$30.5K 0.02% 571
2025
Q1 		$261K Buy
1,239
+315
+34% +$72.5K 0.01% 598
2024
Q4 		$217K Buy
+924
New +$212K 0.01% 628

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

IFG Advisory's IWY Position: Q1 2026 in Review

IFG Advisory sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2026, closing a stake of 1,766 shares — an estimated $489K sold.

IFG Advisory first reported a position in IWY in Q4 2024 and held it in 5 quarters. The position peaked at $489K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • IFG Advisory reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 1,766 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $489K.
  • IFG Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and held it in 5 quarters.
  • IFG Advisory's iShares Russell Top 200 Growth ETF position peaked at $489K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.