Jones Financial Companies’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Jones Financial Companies’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	$60.3M	Buy	216,668 +29,956	+16%	+$8.46M	0.02%	356
2026 Q1	$45M	Buy	186,712 +42,331	+29%	+$11.2M	0.02%	375
2025 Q4	$40M	Buy	144,381 +28,546	+25%	+$7.91M	0.02%	210
2025 Q3	$31.4M	Buy	115,835 +17,523	+18%	+$4.53M	0.02%	223
2025 Q2	$24.1M	Buy	98,312 +23,622	+32%	+$5.26M	0.02%	226
2025 Q1	$15.7M	Buy	74,690 +21,670	+41%	+$4.99M	0.01%	243
2024 Q4	$12.5M	Buy	53,020 +24,019	+83%	+$5.51M	0.01%	228
2024 Q3	$6.34M	Buy	29,001 +24,815	+593%	+$5.28M	0.01%	265
2024 Q2	$898K	Buy	4,186 +4,023	+2,468%	+$802K	﹤0.01%	443
2024 Q1	$31.8K	Buy	+163	New	+$30.5K	﹤0.01%	812

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Jones Financial Companies's IWY Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Russell Top 200 Growth ETF (IWY) stake by 16% in Q2 2026, buying an estimated $8.46M and bringing the position to 216,668 shares worth $60.3M. The position accounts for 0.02% of the portfolio, ranked #356.

Jones Financial Companies first reported a position in IWY in Q1 2024 and has held it in 10 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Jones Financial Companies held 216,668 shares of iShares Russell Top 200 Growth ETF worth $60.3M as of Q2 2026.
Jones Financial Companies bought 29,956 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $8.46M.
iShares Russell Top 200 Growth ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #356 holding.
Jones Financial Companies first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 10 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.