J. M. Brown & Associates’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

J. M. Brown & Associates’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	$728K	Buy	+2,506	New	+$708K	0.42%	74

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

J. M. Brown & Associates's IWY Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 2,506 shares worth $728K. The stake represents 0.42% of the portfolio and ranks #74 among its holdings.

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

J. M. Brown & Associates held 2,506 shares of iShares Russell Top 200 Growth ETF worth $728K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new J. M. Brown & Associates position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.42% of J. M. Brown & Associates's portfolio in Q2 2026, its #74 holding.
658 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.