KMG Fiduciary Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

KMG Fiduciary Partners’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	$686K	Buy	2,362 +52	+2%	+$14.7K	0.06%	141
2026 Q1	$575K	Buy	2,310 +31	+1%	+$8.21K	0.04%	195
2025 Q4	$631K	Sell	2,279 -2	-0.1%	-$554	0.04%	188
2025 Q3	$624K	Sell	2,281 -626	-22%	-$162K	0.04%	220
2025 Q2	$717K	Buy	2,907 +549	+23%	+$122K	0.05%	206
2025 Q1	$497K	Sell	2,358 -246	-9%	-$56.6K	0.04%	221
2024 Q4	$613K	Sell	2,604 -86	-3%	-$19.7K	0.05%	208
2024 Q3	$592K	Buy	+2,690	New	+$572K	0.05%	202

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

KMG Fiduciary Partners's IWY Position: Q2 2026 in Review

KMG Fiduciary Partners increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.3% in Q2 2026, buying an estimated $14.7K and bringing the position to 2,362 shares worth $686K. The position accounts for 0.06% of the portfolio, ranked #141.

KMG Fiduciary Partners first reported a position in IWY in Q3 2024 and has held it in 8 quarters since. The position peaked at $717K in Q2 2025. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

KMG Fiduciary Partners held 2,362 shares of iShares Russell Top 200 Growth ETF worth $686K as of Q2 2026.
KMG Fiduciary Partners bought 52 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $14.7K.
iShares Russell Top 200 Growth ETF made up 0.06% of KMG Fiduciary Partners's portfolio in Q2 2026, its #141 holding.
KMG Fiduciary Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 8 quarters since.
KMG Fiduciary Partners's iShares Russell Top 200 Growth ETF position peaked at $717K in Q2 2025.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.