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

Integrated Wealth Concepts’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
Q1 		$1.63M Buy
6,556
+5,448
+492% +$1.44M 0.01% 847
2025
Q4 		$307K Sell
1,108
-3,321
-75% -$920K ﹤0.01% 1310
2025
Q3 		$1.21M Buy
4,429
+665
+18% +$172K 0.01% 882
2025
Q2 		$928K Sell
3,764
-2,386
-39% -$531K 0.01% 965
2025
Q1 		$1.3M Sell
6,150
-431
-7% -$99.2K 0.02% 715
2024
Q4 		$1.55M Buy
6,581
+3,577
+119% +$821K 0.02% 647
2024
Q3 		$661K Sell
3,004
-1,015
-25% -$216K 0.01% 970
2024
Q2 		$862K Buy
4,019
+129
+3% +$25.7K 0.01% 826
2024
Q1 		$759K Buy
3,890
+154
+4% +$28.8K 0.01% 875
2023
Q4 		$655K Buy
3,736
+699
+23% +$115K 0.01% 889
2023
Q3 		$467K Sell
3,037
-1,220
-29% -$195K 0.01% 1008
2023
Q2 		$675K Buy
4,257
+1,197
+39% +$175K 0.01% 847
2023
Q1 		$425K Buy
+3,060
New +$397K 0.01% 911

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Integrated Wealth Concepts's IWY Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares Russell Top 200 Growth ETF (IWY) stake by 492% in Q1 2026, buying an estimated $1.44M and bringing the position to 6,556 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #847.

Integrated Wealth Concepts first reported a position in IWY in Q1 2023 and has held it in 13 quarters since. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Integrated Wealth Concepts held 6,556 shares of iShares Russell Top 200 Growth ETF worth $1.63M as of Q1 2026.
  • Integrated Wealth Concepts bought 5,448 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $1.44M.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #847 holding.
  • Integrated Wealth Concepts first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.