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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

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 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. 93 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.
  • 93 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.