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

Members 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	$350K	Sell	1,203 -131	-10%	-$37K	0.19%	83
2026 Q1	$373K	Hold	1,334	–	–	0.22%	74
2025 Q4	$367K	Sell	1,334 -68	-5%	-$18.8K	0.23%	73
2025 Q3	$386K	Buy	+1,402	New	+$363K	0.24%	67
2025 Q1	$306K	Buy	1,452 +288	+25%	+$66.3K	0.23%	78
2024 Q4	$278K	Buy	+1,164	New	+$267K	0.21%	85
2024 Q2	$358K	Buy	+1,452	New	+$289K	0.24%	71

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

Members Wealth's IWY Position: Q2 2026 in Review

Members Wealth reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 9.8% in Q2 2026, selling an estimated $37K and leaving 1,203 shares worth $350K. The position accounts for 0.19% of the portfolio, ranked #83.

Members Wealth first reported a position in IWY in Q2 2024 and has held it in 7 quarters since. The position peaked at $386K in Q3 2025. 308 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Members Wealth held 1,203 shares of iShares Russell Top 200 Growth ETF worth $350K as of Q2 2026.
Members Wealth sold 131 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $37K.
iShares Russell Top 200 Growth ETF made up 0.19% of Members Wealth's portfolio in Q2 2026, its #83 holding.
Members Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 7 quarters since.
Members Wealth's iShares Russell Top 200 Growth ETF position peaked at $386K in Q3 2025.
308 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.