Independent Advisor Alliance’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Independent Advisor Alliance’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	$2.74M	Sell	9,435 -64,312	-87%	-$18.2M	0.06%	216
2026 Q1	$18.4M	Buy	73,747 +64,271	+678%	+$17M	0.2%	105
2025 Q4	$2.62M	Buy	9,476 +329	+4%	+$91.2K	0.06%	249
2025 Q3	$2.5M	Buy	9,147 +53	+0.6%	+$13.7K	0.07%	247
2025 Q2	$2.24M	Buy	9,094 +199	+2%	+$44.3K	0.06%	255
2025 Q1	$1.88M	Sell	8,895 -20,491	-70%	-$4.71M	0.06%	264
2024 Q4	$6.91M	Buy	29,386 +19,954	+212%	+$4.58M	0.09%	212
2024 Q3	$2.08M	Buy	9,432 +464	+5%	+$98.7K	0.08%	217
2024 Q2	$1.92M	Buy	+8,968	New	+$1.79M	0.07%	227
2020 Q1	–	Sell	-49,701	Closed	-$4.8M	–	646
2019 Q4	$4.8M	Buy	+49,701	New	+$4.54M	0.21%	111

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

Independent Advisor Alliance's IWY Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 87% in Q2 2026, selling an estimated $18.2M and leaving 9,435 shares worth $2.74M. The position accounts for 0.06% of the portfolio, ranked #216.

Independent Advisor Alliance first reported a position in IWY in Q4 2019 and has held it in 10 quarters since. The position peaked at $18.4M in Q1 2026. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Independent Advisor Alliance held 9,435 shares of iShares Russell Top 200 Growth ETF worth $2.74M as of Q2 2026.
Independent Advisor Alliance sold 64,312 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $18.2M.
iShares Russell Top 200 Growth ETF made up 0.06% of Independent Advisor Alliance's portfolio in Q2 2026, its #216 holding.
Independent Advisor Alliance first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and has held it in 10 quarters since.
Independent Advisor Alliance's iShares Russell Top 200 Growth ETF position peaked at $18.4M in Q1 2026.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.