Leavell Investment Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Leavell Investment 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	$2.1M	Sell	7,236 -354	-5%	-$99.9K	0.08%	229
2026 Q1	$1.89M	Sell	7,590 -578	-7%	-$153K	0.08%	230
2025 Q4	$2.26M	Sell	8,168 -533	-6%	-$148K	0.09%	201
2025 Q3	$2.38M	Buy	8,701 +172	+2%	+$44.5K	0.1%	198
2025 Q2	$2.1M	Sell	8,529 -264	-3%	-$58.8K	0.09%	204
2025 Q1	$1.85M	Buy	8,793 +128	+1%	+$29.4K	0.09%	205
2024 Q4	$2.04M	Hold	8,665	–	–	0.1%	191
2024 Q3	$1.91M	Buy	8,665 +2,073	+31%	+$441K	0.1%	199
2024 Q2	$1.41M	Buy	6,592 +1,580	+32%	+$315K	0.08%	220
2024 Q1	$978K	Buy	5,012 +261	+5%	+$48.8K	0.06%	269
2023 Q4	$832K	Buy	4,751 +650	+16%	+$107K	0.05%	279
2023 Q3	$632K	Buy	4,101 +1,976	+93%	+$315K	0.04%	307
2023 Q2	$337K	Buy	+2,125	New	+$310K	0.02%	380

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

Leavell Investment Management's IWY Position: Q2 2026 in Review

Leavell Investment Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 4.7% in Q2 2026, selling an estimated $99.9K and leaving 7,236 shares worth $2.1M. The position accounts for 0.08% of the portfolio, ranked #229.

Leavell Investment Management first reported a position in IWY in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.38M in Q3 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Leavell Investment Management held 7,236 shares of iShares Russell Top 200 Growth ETF worth $2.1M as of Q2 2026.
Leavell Investment Management sold 354 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $99.9K.
iShares Russell Top 200 Growth ETF made up 0.08% of Leavell Investment Management's portfolio in Q2 2026, its #229 holding.
Leavell Investment Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Leavell Investment Management's iShares Russell Top 200 Growth ETF position peaked at $2.38M in Q3 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.