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

LGT Financial 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	–	Sell	-36	Closed	-$8.94K	–	242
2026 Q1	$8.94K	Buy	36 +3	+9%	+$795	0.05%	147
2025 Q4	$9.23K	Buy	33 +1	+3%	+$277	0.06%	148
2025 Q3	$8.88K	Buy	32 +6	+23%	+$1.55K	0.02%	244
2025 Q2	$6.4K	Buy	26 +7	+37%	+$1.56K	0.02%	262
2025 Q1	$4.15K	Buy	19 +7	+58%	+$1.61K	0.01%	240
2024 Q4	$2.89K	Buy	12 +5	+71%	+$1.15K	0.01%	650
2024 Q3	$1.59K	Buy	7 +1	+17%	+$213	﹤0.01%	664
2024 Q2	$1.38K	Hold	6	–	–	﹤0.01%	742
2024 Q1	$1.25K	Buy	6 +4	+200%	+$748	﹤0.01%	756
2023 Q4	$411	Buy	+2	New	+$328	﹤0.01%	818

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

LGT Financial Advisors's IWY Position: Q2 2026 in Review

LGT Financial Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2026, closing a stake of 36 shares — an estimated $8.94K sold.

LGT Financial Advisors first reported a position in IWY in Q4 2023 and held it in 10 quarters. The position peaked at $9.23K in Q4 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

LGT Financial Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2026 after selling out during the quarter.
LGT Financial Advisors sold 36 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $8.94K.
LGT Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and held it in 10 quarters.
LGT Financial Advisors's iShares Russell Top 200 Growth ETF position peaked at $9.23K in Q4 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.