Key Client Fiduciary Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Key Client Fiduciary Advisors’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	$821K	Sell	2,825 -51	-2%	-$14.4K	0.24%	85
2026 Q1	$716K	Sell	2,876 -12	-0.4%	-$3.18K	0.24%	88
2025 Q4	$800K	Buy	2,888 +111	+4%	+$30.8K	0.27%	75
2025 Q3	$760K	Buy	2,777 +131	+5%	+$33.9K	0.25%	80
2025 Q2	$652K	Buy	2,646 +108	+4%	+$24K	0.26%	85
2025 Q1	$535K	Sell	2,538 -27	-1%	-$6.21K	0.24%	94
2024 Q4	$603K	Buy	2,565 +3	+0.1%	+$689	0.27%	87
2024 Q3	$564K	Buy	2,562 +3	+0.1%	+$638	0.25%	91
2024 Q2	$549K	Buy	2,559 +3	+0.1%	+$598	0.27%	86
2024 Q1	$499K	Buy	2,556 +143	+6%	+$26.7K	0.26%	89
2023 Q4	$423K	Sell	2,413 -410	-15%	-$67.3K	0.25%	102
2023 Q3	$434K	Buy	2,823 +32	+1%	+$5.1K	0.27%	92
2023 Q2	$443K	Buy	2,791 +129	+5%	+$18.8K	0.26%	90
2023 Q1	$370K	Buy	2,662 +84	+3%	+$10.9K	0.23%	100
2022 Q4	$311K	Sell	2,578 -854	-25%	-$106K	0.21%	110
2022 Q3	$410K	Sell	3,432 -137	-4%	-$18.4K	0.37%	57
2022 Q2	$447K	Sell	3,569 -394	-10%	-$54.1K	0.44%	51
2022 Q1	$630K	Sell	3,963 -79	-2%	-$12.3K	0.5%	51
2021 Q4	$701K	Buy	+4,042	New	+$673K	0.58%	44

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

Key Client Fiduciary Advisors's IWY Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.8% in Q2 2026, selling an estimated $14.4K and leaving 2,825 shares worth $821K. The position accounts for 0.24% of the portfolio, ranked #85.

Key Client Fiduciary Advisors first reported a position in IWY in Q4 2021 and has held it in 19 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Key Client Fiduciary Advisors held 2,825 shares of iShares Russell Top 200 Growth ETF worth $821K as of Q2 2026.
Key Client Fiduciary Advisors sold 51 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $14.4K.
iShares Russell Top 200 Growth ETF made up 0.24% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #85 holding.
Key Client Fiduciary Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 19 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.