Legacy Edge Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Legacy Edge 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	$1.36M	Sell	4,670 -430	-8%	-$121K	0.12%	88
2026 Q1	$1.27M	Sell	5,100 -150	-3%	-$39.7K	0.13%	85
2025 Q4	$1.45M	Sell	5,250 -284	-5%	-$78.7K	0.16%	80
2025 Q3	$1.51M	Buy	5,534 +79	+1%	+$20.4K	0.18%	68
2025 Q2	$1.34M	Sell	5,455 -893	-14%	-$199K	0.18%	67
2025 Q1	$1.34M	Sell	6,348 -156	-2%	-$35.9K	0.21%	59
2024 Q4	$1.54M	Sell	6,504 -1,425	-18%	-$327K	0.24%	54
2024 Q3	$1.74M	Buy	7,929 +706	+10%	+$150K	0.28%	48
2024 Q2	$1.55M	Buy	7,223 +756	+12%	+$151K	0.29%	49
2024 Q1	$1.26M	Sell	6,467 -3,872	-37%	-$724K	0.26%	55
2023 Q4	$1.81M	Buy	+10,339	New	+$1.7M	0.41%	46

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

Legacy Edge Advisors's IWY Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 8.4% in Q2 2026, selling an estimated $121K and leaving 4,670 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #88.

Legacy Edge Advisors first reported a position in IWY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q4 2023. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Legacy Edge Advisors held 4,670 shares of iShares Russell Top 200 Growth ETF worth $1.36M as of Q2 2026.
Legacy Edge Advisors sold 430 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $121K.
iShares Russell Top 200 Growth ETF made up 0.12% of Legacy Edge Advisors's portfolio in Q2 2026, its #88 holding.
Legacy Edge Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's iShares Russell Top 200 Growth ETF position peaked at $1.81M in Q4 2023.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.