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IFP Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

IFP Advisors’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 		$7.22M Sell
24,854
-627
-2% -$177K 0.13% 178
2026
Q1 		$6.34M Sell
25,481
-5,951
-19% -$1.58M 0.13% 178
2025
Q4 		$8.7M Buy
31,432
+2,476
+9% +$686K 0.2% 109
2025
Q3 		$7.92M Sell
28,956
-471
-2% -$122K 0.21% 103
2025
Q2 		$7.25M Buy
29,427
+1,290
+5% +$287K 0.21% 96
2025
Q1 		$5.94M Sell
28,137
-1,449
-5% -$333K 0.18% 114
2024
Q4 		$6.96M Sell
29,586
-1,524
-5% -$350K 0.23% 87
2024
Q3 		$6.85M Buy
31,110
+624
+2% +$133K 0.25% 85
2024
Q2 		$6.54M Sell
30,486
-18,209
-37% -$3.63M 0.26% 81
2024
Q1 		$9.5M Sell
48,695
-206
-0.4% -$38.5K 0.42% 52
2023
Q4 		$8.57M Sell
48,901
-10,127
-17% -$1.66M 0.4% 55
2023
Q3 		$9.08M Buy
59,028
+6,310
+12% +$1.01M 0.41% 55
2023
Q2 		$8.36M Sell
52,718
-152
-0.3% -$22.2K 0.35% 56
2023
Q1 		$4.15M Buy
52,870
+8,189
+18% +$1.06M 0.18% 111
2022
Q4 		$3.5M Buy
44,681
+826
+2% +$103K 0.09% 216
2022
Q3 		$3.44M Sell
43,855
-1
-0% -$134 0.09% 244
2022
Q2 		$3.44M Hold
43,856
– – 0.11% 214
2022
Q1 		$3.44M Buy
43,856
+15,862
+57% +$2.47M 0.11% 214
2021
Q4 		$4.85M Buy
27,994
+1,105
+4% +$184K 0.09% 118
2021
Q3 		$4.1M Sell
26,889
-140
-0.5% -$22.1K 0.08% 145
2021
Q2 		$4.07M Buy
27,029
+389
+1% +$55.7K 0.08% 139
2021
Q1 		$3.58M Buy
26,640
+1,423
+6% +$191K 0.07% 137
2020
Q4 		$3.35M Sell
25,217
-216
-0.8% -$27.2K 0.14% 125
2020
Q3 		$3.08M Buy
25,433
+24
+0.1% +$2.83K 0.18% 112
2020
Q2 		$2.66M Sell
25,409
-2,028
-7% -$199K 0.21% 99
2020
Q1 		$2.34M Sell
27,437
-1,612
-6% -$153K 0.24% 96
2019
Q4 		$2.82M Buy
29,049
+1,778
+7% +$162K 0.21% 110
2019
Q3 		$2.36M Buy
+27,271
New +$2.38M 0.16% 148
2019
Q1 		$783K Sell
9,498
-11,837
-55% -$925K 0.11% 200
2018
Q4 		$1.51M Buy
21,335
+605
+3% +$46.8K 0.09% 239
2018
Q3 		$1.77M Buy
20,730
+3,274
+19% +$270K 0.07% 283
2018
Q2 		$1.37M Buy
17,456
+5,419
+45% +$415K 0.06% 329
2018
Q1 		$880K Hold
12,037
– – 0.04% 430
2017
Q4 		$880K Buy
12,037
+4,681
+64% +$333K 0.04% 430
2017
Q3 		$499K Buy
7,356
+1,291
+21% +$85.9K 0.02% 696
2017
Q2 		$391K Sell
6,065
-6,843
-53% -$435K 0.02% 786
2017
Q1 		$794K Buy
12,908
+292
+2% +$17.4K 0.03% 496
2016
Q4 		$711K Buy
12,616
+372
+3% +$20.7K 0.03% 490
2016
Q3 		$684K Sell
12,244
-40
-0.3% -$2.23K 0.04% 468
2016
Q2 		$661K Buy
12,284
+2,786
+29% +$150K 0.04% 458
2016
Q1 		$783K Sell
9,498
-2,306
-20% -$118K 0.11% 200
2015
Q4 		$632K Buy
+11,804
New +$632K 0.04% 427

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

IFP Advisors's IWY Position: Q2 2026 in Review

IFP Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.5% in Q2 2026, selling an estimated $177K and leaving 24,854 shares worth $7.22M. The position accounts for 0.13% of the portfolio, ranked #178.

IFP Advisors first reported a position in IWY in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.5M in Q1 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • IFP Advisors held 24,854 shares of iShares Russell Top 200 Growth ETF worth $7.22M as of Q2 2026.
  • IFP Advisors sold 627 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $177K.
  • iShares Russell Top 200 Growth ETF made up 0.13% of IFP Advisors's portfolio in Q2 2026, its #178 holding.
  • IFP Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Russell Top 200 Growth ETF position peaked at $9.5M in Q1 2024.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.