Independent Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Independent Financial 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	$2.82M	Buy	9,719 +1,392	+17%	+$393K	0.05%	357
2026 Q1	$2.07M	Sell	8,327 -141	-2%	-$37.4K	0.05%	396
2025 Q4	$2.35M	Buy	8,468 +561	+7%	+$155K	0.05%	350
2025 Q3	$2.16M	Buy	7,907 +2,199	+39%	+$569K	0.05%	361
2025 Q2	$1.41M	Buy	5,708 +2,954	+107%	+$658K	0.04%	436
2025 Q1	$581K	Sell	2,754 -986	-26%	-$227K	0.02%	658
2024 Q4	$880K	Buy	3,740 +1,325	+55%	+$304K	0.03%	511
2024 Q3	$531K	Sell	2,415 -157	-6%	-$33.4K	0.02%	630
2024 Q2	$552K	Buy	2,572 +1,142	+80%	+$228K	0.02%	575
2024 Q1	$279K	Buy	1,430 +158	+12%	+$29.5K	0.01%	813
2023 Q4	$223K	Buy	+1,272	New	+$209K	0.01%	850
2023 Q3	–	Sell	-1,570	Closed	-$249K	–	923
2023 Q2	$249K	Buy	+1,570	New	+$229K	0.02%	733

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 Financial Group's IWY Position: Q2 2026 in Review

Independent Financial Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 17% in Q2 2026, buying an estimated $393K and bringing the position to 9,719 shares worth $2.82M. The position accounts for 0.05% of the portfolio, ranked #357.

Independent Financial Group first reported a position in IWY in Q2 2023 and has held it in 12 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Independent Financial Group held 9,719 shares of iShares Russell Top 200 Growth ETF worth $2.82M as of Q2 2026.
Independent Financial Group bought 1,392 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $393K.
iShares Russell Top 200 Growth ETF made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #357 holding.
Independent Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 12 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.