Kestra Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Kestra Advisory Services’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	$69.7M	Buy	239,884 +139,381	+139%	+$39.4M	0.22%	81
2026 Q1	$25M	Buy	100,503 +6,037	+6%	+$1.6M	0.09%	219
2025 Q4	$26.2M	Buy	94,466 +1,525	+2%	+$423K	0.11%	189
2025 Q3	$25.4M	Buy	92,941 +2,508	+3%	+$649K	0.12%	175
2025 Q2	$22.3M	Buy	90,433 +11,035	+14%	+$2.46M	0.11%	179
2025 Q1	$16.7M	Sell	79,398 -11,924	-13%	-$2.74M	0.08%	224
2024 Q4	$21.5M	Sell	91,322 -112,411	-55%	-$25.8M	0.12%	162
2024 Q3	$44.8M	Buy	203,733 +529	+0.3%	+$113K	0.25%	76
2024 Q2	$41.8M	Buy	203,204 +148,046	+268%	+$29.5M	0.23%	77
2024 Q1	$10.8M	Buy	55,158 +12,721	+30%	+$2.38M	0.07%	293
2023 Q4	$7.44M	Buy	42,437 +361	+0.9%	+$59.3K	0.06%	335
2023 Q3	$6.47M	Buy	42,076 +2,827	+7%	+$451K	0.06%	319
2023 Q2	$6.22M	Buy	39,249 +2,364	+6%	+$345K	0.06%	322
2023 Q1	$5.12M	Sell	36,885 -11,524	-24%	-$1.5M	0.06%	343
2022 Q4	$5.83M	Buy	48,409 +295	+0.6%	+$36.7K	0.05%	380
2022 Q3	$5.75M	Buy	48,114 +1,738	+4%	+$233K	0.06%	340
2022 Q2	$5.81M	Buy	46,376 +22,890	+97%	+$3.14M	0.06%	330
2022 Q1	$3.73M	Buy	23,486 +4,428	+23%	+$690K	0.04%	456
2021 Q4	$3.3M	Sell	19,058 -14,299	-43%	-$2.38M	0.03%	507
2021 Q3	$5.09M	Buy	33,357 +16,644	+100%	+$2.63M	0.05%	384
2021 Q2	$2.52M	Buy	16,713 +133	+0.8%	+$19K	0.03%	567
2021 Q1	$2.23M	Sell	16,580 -1,937	-10%	-$260K	0.03%	558
2020 Q4	$2.46M	Buy	18,517 +4,000	+28%	+$504K	0.03%	531
2020 Q3	$1.76M	Buy	+14,517	New	+$1.71M	0.03%	462

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

Kestra Advisory Services's IWY Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 139% in Q2 2026, buying an estimated $39.4M and bringing the position to 239,884 shares worth $69.7M. The position accounts for 0.22% of the portfolio, ranked #81.

Kestra Advisory Services first reported a position in IWY in Q3 2020 and has held it in 24 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Kestra Advisory Services held 239,884 shares of iShares Russell Top 200 Growth ETF worth $69.7M as of Q2 2026.
Kestra Advisory Services bought 139,381 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $39.4M.
iShares Russell Top 200 Growth ETF made up 0.22% of Kestra Advisory Services's portfolio in Q2 2026, its #81 holding.
Kestra Advisory Services first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and has held it in 24 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.