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

LexAurum 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 		$451K Sell
1,551
-17
-1% -$4.8K 0.05% 264
2026
Q1 		$390K Buy
+1,568
New +$415K 0.05% 275
2025
Q3 		$425K Buy
1,554
+1
+0.1% +$259 0.06% 231
2025
Q2 		$383K Sell
1,553
-55
-3% -$12.2K 0.06% 233
2025
Q1 		$339K Buy
1,608
+1
+0.1% +$230 0.07% 248
2024
Q4 		$378K Sell
1,607
-323
-17% -$74.2K 0.07% 227
2024
Q3 		$425K Sell
1,930
-483
-20% -$103K 0.09% 191
2024
Q2 		$518K Sell
2,413
-81
-3% -$16.1K 0.13% 154
2024
Q1 		$487K Buy
2,494
+20
+0.8% +$3.74K 0.12% 152
2023
Q4 		$434K Sell
2,474
-39
-2% -$6.4K 0.11% 168
2023
Q3 		$387K Buy
2,513
+320
+15% +$51K 0.11% 174
2023
Q2 		$348K Sell
2,193
-246
-10% -$35.9K 0.1% 174
2023
Q1 		$339K Buy
2,439
+140
+6% +$18.2K 0.11% 168
2022
Q4 		$277K Sell
2,299
-119
-5% -$14.8K 0.1% 194
2022
Q3 		$289K Buy
2,418
+114
+5% +$15.3K 0.11% 178
2022
Q2 		$289K Buy
2,304
+224
+11% +$30.7K 0.11% 180
2022
Q1 		$330K Buy
+2,080
New +$324K 0.11% 174

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
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LexAurum Advisors's IWY Position: Q2 2026 in Review

LexAurum Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.1% in Q2 2026, selling an estimated $4.8K and leaving 1,551 shares worth $451K. The position accounts for 0.05% of the portfolio, ranked #264.

LexAurum Advisors first reported a position in IWY in Q1 2022 and has held it in 17 quarters since. The position peaked at $518K in Q2 2024. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • LexAurum Advisors held 1,551 shares of iShares Russell Top 200 Growth ETF worth $451K as of Q2 2026.
  • LexAurum Advisors sold 17 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $4.8K.
  • iShares Russell Top 200 Growth ETF made up 0.05% of LexAurum Advisors's portfolio in Q2 2026, its #264 holding.
  • LexAurum Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • LexAurum Advisors's iShares Russell Top 200 Growth ETF position peaked at $518K in Q2 2024.
  • 686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.