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 Q2	$1.92M	Buy	6,616 +60	+0.9%	+$16.9K	0.01%	858
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 $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

Integrated Wealth Concepts's IWY Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.92% in Q2 2026, buying an estimated $16.9K and bringing the position to 6,616 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #858.

Integrated Wealth Concepts first reported a position in IWY in Q1 2023 and has held it in 14 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Integrated Wealth Concepts held 6,616 shares of iShares Russell Top 200 Growth ETF worth $1.92M as of Q2 2026.
Integrated Wealth Concepts bought 60 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $16.9K.
iShares Russell Top 200 Growth ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #858 holding.
Integrated Wealth Concepts first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 14 quarters since.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.