Kingswood Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Kingswood Wealth 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	$246K	Sell	847 -9	-1%	-$2.54K	0.01%	870
2026 Q1	$213K	Sell	856 -63	-7%	-$16.7K	0.01%	861
2025 Q4	$255K	Buy	919 +96	+12%	+$26.6K	0.01%	735
2025 Q3	$225K	Buy	+823	New	+$213K	0.01%	728
2025 Q2	–	Sell	-1,065	Closed	-$226K	–	768
2025 Q1	$226K	Sell	1,065 -894	-46%	-$206K	0.02%	640
2024 Q4	$461K	Buy	+1,959	New	+$450K	0.03%	465
2024 Q2	–	Sell	-1,045	Closed	-$204K	–	694
2024 Q1	$204K	Sell	1,045 -201	-16%	-$37.6K	0.02%	575
2023 Q4	$218K	Buy	+1,246	New	+$205K	0.02%	559

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

Kingswood Wealth Advisors's IWY Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.1% in Q2 2026, selling an estimated $2.54K and leaving 847 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #870.

Kingswood Wealth Advisors first reported a position in IWY in Q4 2023 and has held it in 8 quarters since. The position peaked at $461K in Q4 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Kingswood Wealth Advisors held 847 shares of iShares Russell Top 200 Growth ETF worth $246K as of Q2 2026.
Kingswood Wealth Advisors sold 9 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $2.54K.
iShares Russell Top 200 Growth ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #870 holding.
Kingswood Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 8 quarters since.
Kingswood Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $461K in Q4 2024.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.