MBE Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

MBE Wealth Management’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	$206K	Buy	+708	New	+$200K	0.07%	163

Other funds holding IWY

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

MBE Wealth Management's IWY Position: Q2 2026 in Review

MBE Wealth Management opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 708 shares worth $206K. The stake represents 0.07% of the portfolio and ranks #163 among its holdings.

297 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

MBE Wealth Management held 708 shares of iShares Russell Top 200 Growth ETF worth $206K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new MBE Wealth Management position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.07% of MBE Wealth Management's portfolio in Q2 2026, its #163 holding.
297 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.