IFWM
IWY icon

Institute for Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Institute for Wealth Management’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 		$7.25K Buy
+25
New +$7.06K ﹤0.01% 1393

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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Institute for Wealth Management's IWY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 25 shares worth $7.25K. The stake represents ﹤0.01% of the portfolio and ranks #1393 among its holdings.

475 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Institute for Wealth Management held 25 shares of iShares Russell Top 200 Growth ETF worth $7.25K as of Q2 2026.
  • iShares Russell Top 200 Growth ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1393 holding.
  • 475 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.