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Go Invest LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Go Invest LLC’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 		$151K Buy
521
+3
+0.6% +$847 0.04% 29
2026
Q1 		$129K Buy
518
+13
+3% +$3.44K 0.04% 29
2025
Q4 		$140K Buy
+505
New +$140K 0.05% 27

Other funds holding IWY

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Go Invest LLC's IWY Position: Q2 2026 in Review

Go Invest LLC increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.58% in Q2 2026, buying an estimated $847 and bringing the position to 521 shares worth $151K. The position accounts for 0.04% of the portfolio, ranked #29.

Go Invest LLC first reported a position in IWY in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Go Invest LLC held 521 shares of iShares Russell Top 200 Growth ETF worth $151K as of Q2 2026.
  • Go Invest LLC bought 3 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $847.
  • iShares Russell Top 200 Growth ETF made up 0.04% of Go Invest LLC's portfolio in Q2 2026, its #29 holding.
  • Go Invest LLC first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.