Kestra Investment Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Kestra Investment Management’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	$360K	Buy	+1,239	New	+$350K	0.01%	380
2026 Q1	–	Sell	-1,239	Closed	-$343K	–	479
2025 Q4	$343K	Buy	1,239 +48	+4%	+$13.3K	0.01%	343
2025 Q3	$326K	Buy	1,191 +1	+0.1%	+$259	0.01%	344
2025 Q2	$293K	Buy	+1,190	New	+$265K	﹤0.01%	438
2025 Q1	–	Sell	-748	Closed	-$176K	–	1194
2024 Q4	$176K	Buy	+748	New	+$172K	0.01%	373

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 Investment Management's IWY Position: Q2 2026 in Review

Kestra Investment Management opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 1,239 shares worth $360K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in IWY as recently as Q4 2025.

Kestra Investment Management first reported a position in IWY in Q4 2024 and has held it in 5 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Kestra Investment Management held 1,239 shares of iShares Russell Top 200 Growth ETF worth $360K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Kestra Investment Management position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #380 holding.
Kestra Investment Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 5 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.