Journey Strategic Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Journey Strategic Wealth’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 Q1	$7.61M	Sell	30,593 -676	-2%	-$179K	0.19%	35
2025 Q4	$8.66M	Sell	31,269 -769	-2%	-$213K	0.23%	36
2025 Q3	$8.77M	Sell	32,038 -567	-2%	-$147K	0.25%	37
2025 Q2	$8.04M	Sell	32,605 -468	-1%	-$104K	0.26%	33
2025 Q1	$6.98M	Sell	33,073 -1,562	-5%	-$359K	0.24%	33
2024 Q4	$8.15M	Sell	34,635 -253	-0.7%	-$58.1K	0.3%	24
2024 Q3	$7.68M	Sell	34,888 -517	-1%	-$110K	0.28%	22
2024 Q2	$7.6M	Sell	35,405 -476	-1%	-$94.9K	0.32%	19
2024 Q1	$7M	Sell	35,881 -273	-0.8%	-$51K	0.31%	18
2023 Q4	$6.33M	Sell	36,154 -926	-2%	-$152K	0.3%	17
2023 Q3	$5.7M	Sell	37,080 -550	-1%	-$87.7K	0.27%	17
2023 Q2	$5.97M	Sell	37,630 -914	-2%	-$133K	0.27%	18
2023 Q1	$5.35M	Sell	38,544 -3,006	-7%	-$390K	0.56%	18
2022 Q4	$5.01M	Sell	41,550 -11,571	-22%	-$1.44M	0.59%	16
2022 Q3	$6.35M	Sell	53,121 -278	-0.5%	-$37.3K	0.86%	10
2022 Q2	$6.69M	Buy	+53,399	New	+$7.33M	0.9%	10
2022 Q1	–	Sell	-33,037	Closed	-$5.73M	–	214
2021 Q4	$5.73M	Buy	+33,037	New	+$5.5M	0.6%	16

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Journey Strategic Wealth's IWY Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.2% in Q1 2026, selling an estimated $179K and leaving 30,593 shares worth $7.61M. The position accounts for 0.19% of the portfolio, ranked #35.

Journey Strategic Wealth first reported a position in IWY in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.77M in Q3 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Journey Strategic Wealth held 30,593 shares of iShares Russell Top 200 Growth ETF worth $7.61M as of Q1 2026.
Journey Strategic Wealth sold 676 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $179K.
iShares Russell Top 200 Growth ETF made up 0.19% of Journey Strategic Wealth's portfolio in Q1 2026, its #35 holding.
Journey Strategic Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 17 quarters since.
Journey Strategic Wealth's iShares Russell Top 200 Growth ETF position peaked at $8.77M in Q3 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.