Marshall & Sterling Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Marshall & Sterling Wealth 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	$29.9K	Hold	103	–	–	0.02%	187
2026 Q1	$25.6K	Hold	103	–	–	0.02%	187
2025 Q4	$28.5K	Sell	103 -289	-74%	-$80.1K	0.02%	176
2025 Q3	$107K	Buy	392 +1	+0.3%	+$259	0.07%	116
2025 Q2	$96.2K	Buy	391 +1	+0.3%	+$223	0.07%	111
2025 Q1	$82.3K	Hold	390	–	–	0.06%	113
2024 Q4	$91.7K	Buy	+390	New	+$89.5K	0.06%	102

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

Marshall & Sterling Wealth Advisors's IWY Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 103 shares worth $29.9K. The position accounts for 0.02% of the portfolio, ranked #187.

Marshall & Sterling Wealth Advisors first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $107K in Q3 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Marshall & Sterling Wealth Advisors held 103 shares of iShares Russell Top 200 Growth ETF worth $29.9K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #187 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $107K in Q3 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.