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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 		$1.34M Buy
5,455
+355
+7% +$100K 0.18% 67
2026
Q1 		$1.27M Sell
5,100
-150
-3% -$39.7K 0.13% 85
2025
Q4 		$1.45M Buy
+5,250
New +$1.45M 0.16% 80

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Legacy Edge Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 7% in Q2 2026, buying an estimated $100K and bringing the position to 5,455 shares worth $1.34M. The position accounts for 0.18% of the portfolio, ranked #67.

Legacy Edge Advisors first reported a position in IWY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.45M in Q4 2025. 475 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Legacy Edge Advisors held 5,455 shares of iShares Russell Top 200 Growth ETF worth $1.34M as of Q2 2026.
  • Legacy Edge Advisors bought 355 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $100K.
  • iShares Russell Top 200 Growth ETF made up 0.18% of Legacy Edge Advisors's portfolio in Q2 2026, its #67 holding.
  • Legacy Edge Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares Russell Top 200 Growth ETF position peaked at $1.45M in Q4 2025.
  • 475 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.