Janney Montgomery Scott
IWY icon

Janney Montgomery Scott’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Janney Montgomery Scott’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 		$7.46M Buy
25,656
+668
+3% +$189K 0.01% 793
2026
Q1 		$6.22M Buy
24,988
+701
+3% +$186K 0.02% 757
2025
Q4 		$6.73M Buy
24,287
+1,232
+5% +$341K 0.02% 763
2025
Q3 		$6.31M Buy
23,055
+1,684
+8% +$436K 0.02% 783
2025
Q2 		$5.27M Buy
21,371
+1,091
+5% +$243K 0.01% 794
2025
Q1 		$4.28M Buy
20,280
+15,817
+354% +$3.64M 0.01% 836
2024
Q4 		$1.05M Buy
4,463
+321
+8% +$73.7K ﹤0.01% 1507
2024
Q3 		$911K Buy
4,142
+563
+16% +$120K ﹤0.01% 1562
2024
Q2 		$768K Buy
3,579
+490
+16% +$97.7K ﹤0.01% 1598
2024
Q1 		$603K Sell
3,089
-376
-11% -$70.3K ﹤0.01% 1849
2023
Q4 		$607K Sell
3,465
-56
-2% -$9.19K ﹤0.01% 1760
2023
Q3 		$542K Buy
3,521
+854
+32% +$136K ﹤0.01% 1718
2023
Q2 		$423K Buy
2,667
+390
+17% +$56.9K ﹤0.01% 1996
2023
Q1 		$316K Sell
2,277
-60
-3% -$7.79K ﹤0.01% 2013
2022
Q4 		$282K Sell
2,337
-42
-2% -$5.22K ﹤0.01% 2165
2022
Q3 		$284K Hold
2,379
– – ﹤0.01% 2054
2022
Q2 		$300K Sell
2,379
-27
-1% -$3.71K ﹤0.01% 1917
2022
Q1 		$382K Buy
2,406
+25
+1% +$3.9K ﹤0.01% 1774
2021
Q4 		$413K Sell
2,381
-57
-2% -$9.5K ﹤0.01% 1830
2021
Q3 		$372K Sell
2,438
-51
-2% -$8.05K ﹤0.01% 1842
2021
Q2 		$375K Buy
2,489
+166
+7% +$23.8K ﹤0.01% 1808
2021
Q1 		$313K Sell
2,323
-66
-3% -$8.85K ﹤0.01% 1831
2020
Q4 		$318K Hold
2,389
– – ﹤0.01% 1852
2020
Q3 		$290K Buy
2,389
+159
+7% +$18.7K ﹤0.01% 1715
2020
Q2 		$238K Buy
+2,230
New +$219K ﹤0.01% 1749
2020
Q1 		– Sell
-2,092
Closed -$202K – 1986
2019
Q4 		$202K Buy
+2,092
New +$191K ﹤0.01% 1932

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott's IWY Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.7% in Q2 2026, buying an estimated $189K and bringing the position to 25,656 shares worth $7.46M. The position accounts for 0.01% of the portfolio, ranked #793.

Janney Montgomery Scott first reported a position in IWY in Q4 2019 and has held it in 26 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Janney Montgomery Scott held 25,656 shares of iShares Russell Top 200 Growth ETF worth $7.46M as of Q2 2026.
  • Janney Montgomery Scott bought 668 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $189K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #793 holding.
  • Janney Montgomery Scott first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.