Kiley Juergens Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Kiley Juergens Wealth 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	$379K	Hold	1,305	–	–	0.06%	174
2026 Q1	$325K	Buy	+1,305	New	+$346K	0.06%	174
2018 Q4	–	Sell	-691	Closed	-$59K	–	350
2018 Q3	$59K	Hold	691	–	–	0.04%	213
2018 Q2	$54K	Buy	+691	New	+$53K	0.05%	197
2018 Q1	–	Sell	-641	Closed	-$46K	–	348
2017 Q4	$46K	Buy	+641	New	+$45.6K	0.04%	210

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

Kiley Juergens Wealth Management's IWY Position: Q2 2026 in Review

Kiley Juergens Wealth Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,305 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #174.

Kiley Juergens Wealth Management first reported a position in IWY in Q4 2017 and has held it in 5 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Kiley Juergens Wealth Management held 1,305 shares of iShares Russell Top 200 Growth ETF worth $379K as of Q2 2026.
Kiley Juergens Wealth Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #174 holding.
Kiley Juergens Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 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 Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.