ISFAN
IWY icon

Investor's Fiduciary Advisor Network’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Investor's Fiduciary Advisor Network’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 		$632K Buy
2,542
+1,066
+72% +$282K 0.19% 133
2025
Q4 		$408K Buy
1,476
+293
+25% +$81.2K 0.09% 196
2025
Q3 		$323K Buy
1,183
+9
+0.8% +$2.33K 0.11% 188
2025
Q2 		$289K Buy
1,174
+1
+0.1% +$223 0.11% 183
2025
Q1 		$247K Sell
1,173
-86
-7% -$19.8K 0.12% 152
2024
Q4 		$296K Buy
+1,259
New +$289K 0.11% 167

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 $79.5B AUM 27.1% 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

Investor's Fiduciary Advisor Network's IWY Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network increased its iShares Russell Top 200 Growth ETF (IWY) stake by 72% in Q1 2026, buying an estimated $282K and bringing the position to 2,542 shares worth $632K. The position accounts for 0.19% of the portfolio, ranked #133.

Investor's Fiduciary Advisor Network first reported a position in IWY in Q4 2024 and has held it in 6 quarters since. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 2,542 shares of iShares Russell Top 200 Growth ETF worth $632K as of Q1 2026.
  • Investor's Fiduciary Advisor Network bought 1,066 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $282K.
  • iShares Russell Top 200 Growth ETF made up 0.19% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #133 holding.
  • Investor's Fiduciary Advisor Network first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.