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

Lido 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	$117M	Sell	402,312 -23,956	-6%	-$6.76M	0.32%	44
2026 Q1	$106M	Sell	426,268 -32,739	-7%	-$8.67M	0.32%	49
2025 Q4	$127M	Sell	459,007 -13,594	-3%	-$3.77M	0.38%	39
2025 Q3	$129M	Buy	472,601 +713	+0.2%	+$184K	0.41%	36
2025 Q2	$116M	Sell	471,888 -29,125	-6%	-$6.48M	0.45%	32
2025 Q1	$106M	Buy	501,013 +511	+0.1%	+$118K	0.48%	28
2024 Q4	$118M	Buy	500,502 +499,489	+49,308%	+$115M	0.54%	21
2024 Q3	$223K	Buy	+1,013	New	+$216K	﹤0.01%	1285

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

Lido Advisors's IWY Position: Q2 2026 in Review

Lido Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 5.6% in Q2 2026, selling an estimated $6.76M and leaving 402,312 shares worth $117M. The position accounts for 0.32% of the portfolio, ranked #44.

Lido Advisors first reported a position in IWY in Q3 2024 and has held it in 8 quarters since. The position peaked at $129M in Q3 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Lido Advisors held 402,312 shares of iShares Russell Top 200 Growth ETF worth $117M as of Q2 2026.
Lido Advisors sold 23,956 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $6.76M.
iShares Russell Top 200 Growth ETF made up 0.32% of Lido Advisors's portfolio in Q2 2026, its #44 holding.
Lido Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Lido Advisors's iShares Russell Top 200 Growth ETF position peaked at $129M in Q3 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.