Instrumental Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Instrumental Wealth’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	$492K	Buy	1,694 +12	+0.7%	+$3.39K	0.25%	44
2026 Q1	$419K	Buy	1,682 +3	+0.2%	+$795	0.26%	36
2025 Q4	$444K	Buy	1,679 +85	+5%	+$23.5K	0.27%	33
2025 Q3	$452K	Buy	1,594 +20	+1%	+$5.17K	0.32%	34
2025 Q2	$393K	Buy	1,574 +56	+4%	+$12.5K	0.31%	36
2025 Q1	$323K	Buy	1,518 +119	+9%	+$27.4K	0.29%	40
2024 Q4	$331K	Sell	1,399 -647	-32%	-$149K	0.31%	35
2024 Q3	$459K	Buy	2,046 +13	+0.6%	+$2.77K	0.45%	24
2024 Q2	$417K	Buy	2,033 +690	+51%	+$138K	0.43%	25
2024 Q1	$273K	Buy	1,343 +248	+23%	+$46.4K	0.12%	35
2023 Q4	$201K	Buy	+1,095	New	+$180K	0.22%	37

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

Instrumental Wealth's IWY Position: Q2 2026 in Review

Instrumental Wealth increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.71% in Q2 2026, buying an estimated $3.39K and bringing the position to 1,694 shares worth $492K. The position accounts for 0.25% of the portfolio, ranked #44.

Instrumental Wealth first reported a position in IWY in Q4 2023 and has held it in 11 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Instrumental Wealth held 1,694 shares of iShares Russell Top 200 Growth ETF worth $492K as of Q2 2026.
Instrumental Wealth bought 12 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $3.39K.
iShares Russell Top 200 Growth ETF made up 0.25% of Instrumental Wealth's portfolio in Q2 2026, its #44 holding.
Instrumental Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 11 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.