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

MBL Wealth’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	$1.45M	Hold	5,000	–	–	0.1%	107
2026 Q1	$1.24M	Sell	5,000 -110	-2%	-$29.1K	0.09%	104
2025 Q4	$1.42M	Hold	5,110	–	–	0.11%	98
2025 Q3	$1.4M	Hold	5,110	–	–	0.12%	92
2025 Q2	$1.26M	Hold	5,110	–	–	0.12%	89
2025 Q1	$1.08M	Hold	5,110	–	–	0.11%	92
2024 Q4	$1.2M	Hold	5,110	–	–	0.12%	85
2024 Q3	$1.12M	Buy	5,110 +110	+2%	+$23.4K	0.12%	85
2024 Q2	$1.07M	Hold	5,000	–	–	0.12%	83
2024 Q1	$976K	Sell	5,000 -300	-6%	-$56.1K	0.11%	91
2023 Q4	$929K	Sell	5,300 -62	-1%	-$10.2K	0.12%	86
2023 Q3	$825K	Buy	5,362 +62	+1%	+$9.89K	0.12%	82
2023 Q2	$840K	Buy	+5,300	New	+$773K	0.12%	80

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

MBL Wealth's IWY Position: Q2 2026 in Review

MBL Wealth held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 5,000 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #107.

MBL Wealth first reported a position in IWY in Q2 2023 and has held it in 13 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

MBL Wealth held 5,000 shares of iShares Russell Top 200 Growth ETF worth $1.45M as of Q2 2026.
MBL Wealth left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.1% of MBL Wealth's portfolio in Q2 2026, its #107 holding.
MBL Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 13 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.