Lloyd Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Lloyd Advisory Services’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	$2.35M	Sell	8,072 -160,189	-95%	-$45.2M	0.91%	15
2026 Q1	$41.9M	Buy	168,261 +163,127	+3,177%	+$43.2M	11.98%	2
2025 Q4	$1.42M	Sell	5,134 -5,156	-50%	-$1.43M	0.55%	32
2025 Q3	$2.82M	Sell	10,290 -208	-2%	-$53.8K	1.33%	17
2025 Q2	$2.59M	Buy	10,498 +5,457	+108%	+$1.21M	1.25%	16
2025 Q1	$1.06M	Sell	5,041 -128	-2%	-$29.4K	0.53%	38
2024 Q4	$1.22M	Sell	5,169 -7,807	-60%	-$1.79M	0.58%	39
2024 Q3	$2.86M	Sell	12,976 -1,802	-12%	-$383K	1.38%	18
2024 Q2	$3.17M	Buy	+14,778	New	+$2.95M	1.49%	16
2024 Q1	–	Sell	-15,749	Closed	-$2.76M	–	152
2023 Q4	$2.76M	Buy	+15,749	New	+$2.58M	1.31%	16
2022 Q3	–	Sell	-4,064	Closed	-$509K	–	54
2022 Q2	$509K	Sell	4,064 -1,094	-21%	-$150K	0.4%	31
2022 Q1	$819K	Sell	5,158 -3,786	-42%	-$590K	0.38%	35
2021 Q4	$1.55M	Buy	8,944 +1,287	+17%	+$214K	0.71%	27
2021 Q3	$1.17M	Sell	7,657 -23,728	-76%	-$3.74M	0.6%	27
2021 Q2	$4.73M	Buy	31,385 +25,638	+446%	+$3.67M	2.39%	10
2021 Q1	$773K	Sell	5,747 -215	-4%	-$28.8K	0.42%	30
2020 Q4	$793K	Sell	5,962 -637	-10%	-$80.3K	0.43%	21
2020 Q3	$801K	Sell	6,599 -13,306	-67%	-$1.57M	0.49%	17
2020 Q2	$2.12M	Buy	19,905 +12,795	+180%	+$1.25M	1.33%	12
2020 Q1	$599K	Buy	7,110 +1,203	+20%	+$114K	0.44%	20
2019 Q4	$570K	Buy	+5,907	New	+$539K	0.52%	25

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

Lloyd Advisory Services's IWY Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 95% in Q2 2026, selling an estimated $45.2M and leaving 8,072 shares worth $2.35M. The position accounts for 0.91% of the portfolio, ranked #15.

Lloyd Advisory Services first reported a position in IWY in Q4 2019 and has held it in 21 quarters since. The position peaked at $41.9M in Q1 2026. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Lloyd Advisory Services held 8,072 shares of iShares Russell Top 200 Growth ETF worth $2.35M as of Q2 2026.
Lloyd Advisory Services sold 160,189 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $45.2M.
iShares Russell Top 200 Growth ETF made up 0.91% of Lloyd Advisory Services's portfolio in Q2 2026, its #15 holding.
Lloyd Advisory Services first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and has held it in 21 quarters since.
Lloyd Advisory Services's iShares Russell Top 200 Growth ETF position peaked at $41.9M in Q1 2026.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.