LifeWealth Investments’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

LifeWealth Investments’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	$40.9M	Buy	140,725 +8,403	+6%	+$2.37M	10.93%	1
2026 Q1	$32.9M	Buy	132,322 +22,795	+21%	+$6.04M	9.83%	1
2025 Q4	$30.3M	Buy	109,527 +8,836	+9%	+$2.45M	9.61%	1
2025 Q3	$27.6M	Buy	100,691 +6,654	+7%	+$1.72M	9.08%	1
2025 Q2	$23.2M	Buy	94,037 +20,854	+28%	+$4.64M	8.43%	1
2025 Q1	$15.4M	Buy	73,183 +31,346	+75%	+$7.21M	7.42%	1
2024 Q4	$9.84M	Buy	+41,837	New	+$9.61M	6.52%	1

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

LifeWealth Investments's IWY Position: Q2 2026 in Review

LifeWealth Investments increased its iShares Russell Top 200 Growth ETF (IWY) stake by 6.4% in Q2 2026, buying an estimated $2.37M and bringing the position to 140,725 shares worth $40.9M. The position accounts for 10.93% of the portfolio, ranked #1.

LifeWealth Investments first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

LifeWealth Investments held 140,725 shares of iShares Russell Top 200 Growth ETF worth $40.9M as of Q2 2026.
LifeWealth Investments bought 8,403 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $2.37M.
iShares Russell Top 200 Growth ETF made up 10.93% of LifeWealth Investments's portfolio in Q2 2026, its #1 holding.
LifeWealth Investments first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.