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

Kestra Private Wealth 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 		$44.7M Sell
153,748
-3,009
-2% -$850K 0.49% 31
2026
Q1 		$39M Sell
156,757
-8,110
-5% -$2.15M 0.48% 35
2025
Q4 		$45.7M Buy
164,867
+634
+0.4% +$176K 0.57% 27
2025
Q3 		$44.9M Buy
164,233
+1,693
+1% +$438K 0.59% 26
2025
Q2 		$40.1M Buy
162,540
+7,708
+5% +$1.72M 0.58% 27
2025
Q1 		$32.7M Buy
154,832
+2,397
+2% +$551K 0.54% 32
2024
Q4 		$35.9M Buy
152,435
+3,552
+2% +$815K 0.61% 27
2024
Q3 		$32.8M Sell
148,883
-361
-0.2% -$76.8K 0.6% 26
2024
Q2 		$32M Buy
149,244
+18,406
+14% +$3.67M 0.64% 25
2024
Q1 		$25.5M Buy
130,838
+49,137
+60% +$9.19M 0.58% 28
2023
Q4 		$14.3M Buy
81,701
+7,265
+10% +$1.19M 0.37% 63
2023
Q3 		$11.5M Buy
74,436
+3,417
+5% +$545K 0.36% 62
2023
Q2 		$11.3M Buy
71,019
+3,377
+5% +$493K 0.39% 57
2023
Q1 		$9.4M Buy
67,642
+26,859
+66% +$3.49M 0.37% 67
2022
Q4 		$4.92M Buy
40,783
+10,945
+37% +$1.36M 0.25% 108
2022
Q3 		$3.56M Buy
29,838
+5,892
+25% +$791K 0.21% 119
2022
Q2 		$3M Buy
23,946
+11,293
+89% +$1.55M 0.17% 145
2022
Q1 		$2.01M Sell
12,653
-702
-5% -$109K 0.1% 220
2021
Q4 		$2.31M Buy
13,355
+10,765
+416% +$1.79M 0.11% 194
2021
Q3 		$395K Buy
+2,590
New +$409K 0.02% 607

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kestra Private Wealth Services's IWY Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.9% in Q2 2026, selling an estimated $850K and leaving 153,748 shares worth $44.7M. The position accounts for 0.49% of the portfolio, ranked #31.

Kestra Private Wealth Services first reported a position in IWY in Q3 2021 and has held it in 20 quarters since. The position peaked at $45.7M in Q4 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Kestra Private Wealth Services held 153,748 shares of iShares Russell Top 200 Growth ETF worth $44.7M as of Q2 2026.
  • Kestra Private Wealth Services sold 3,009 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $850K.
  • iShares Russell Top 200 Growth ETF made up 0.49% of Kestra Private Wealth Services's portfolio in Q2 2026, its #31 holding.
  • Kestra Private Wealth Services first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • Kestra Private Wealth Services's iShares Russell Top 200 Growth ETF position peaked at $45.7M in Q4 2025.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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