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IWY icon

Johnson Financial Group LLC (Colorado)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		– Sell
-2,331
Closed -$580K – 285
2026
Q1 		$580K Buy
+2,331
New +$618K 0.04% 82

Other funds holding IWY

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
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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

Johnson Financial Group LLC (Colorado)'s IWY Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2026, closing a stake of 2,331 shares — an estimated $580K sold.

Johnson Financial Group LLC (Colorado) first reported a position in IWY in Q1 2026 and held it in 1 quarter. The position peaked at $580K in Q1 2026. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 2,331 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $580K.
  • Johnson Financial Group LLC (Colorado) first reported a position in iShares Russell Top 200 Growth ETF in Q1 2026 and held it in 1 quarter.
  • Johnson Financial Group LLC (Colorado)'s iShares Russell Top 200 Growth ETF position peaked at $580K in Q1 2026.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.