Spectrum Advisors, Inc.’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Spectrum Advisors, Inc.’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	$2.77M	Buy	+11,152	New	+$2.95M	2.19%	13

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Spectrum Advisors, Inc.'s IWY Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q1 2026: 11,152 shares worth $2.77M. The stake represents 2.19% of the portfolio and ranks #13 among its holdings.

644 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Spectrum Advisors, Inc. held 11,152 shares of iShares Russell Top 200 Growth ETF worth $2.77M as of Q1 2026.
iShares Russell Top 200 Growth ETF was a new Spectrum Advisors, Inc. position in Q1 2026.
iShares Russell Top 200 Growth ETF made up 2.19% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #13 holding.
644 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.