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Merit Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Merit Financial Group’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 		$28.2M Sell
97,027
-2,532
-3% -$715K 0.17% 104
2026
Q1 		$24.8M Buy
99,559
+14,676
+17% +$3.89M 0.18% 95
2025
Q4 		$23.5M Buy
84,883
+833
+1% +$231K 0.19% 98
2025
Q3 		$23M Sell
84,050
-1,199
-1% -$310K 0.21% 90
2025
Q2 		$21M Sell
85,249
-4,277
-5% -$952K 0.23% 77
2025
Q1 		$18.9M Buy
89,526
+9,776
+12% +$2.25M 0.28% 67
2024
Q4 		$18.8M Buy
79,750
+76,429
+2,301% +$17.5M 0.34% 53
2024
Q3 		$731K Sell
3,321
-507
-13% -$108K 0.02% 480
2024
Q2 		$821K Sell
3,828
-1
-0% -$199 0.02% 465
2024
Q1 		$738K Sell
3,829
-729
-16% -$136K 0.02% 479
2023
Q4 		$799K Buy
4,558
+955
+27% +$157K 0.02% 368
2023
Q3 		$554K Sell
3,603
-669
-16% -$107K 0.02% 435
2023
Q2 		$677K Buy
4,272
+796
+23% +$116K 0.02% 402
2023
Q1 		$483K Sell
3,476
-35
-1% -$4.54K 0.02% 407
2022
Q4 		$423K Buy
3,511
+200
+6% +$24.9K 0.02% 464
2022
Q3 		$396K Sell
3,311
-3,536
-52% -$475K 0.02% 392
2022
Q2 		$858K Buy
6,847
+2,261
+49% +$310K 0.03% 279
2022
Q1 		$729K Buy
+4,586
New +$715K 0.04% 192

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Merit Financial Group's IWY Position: Q2 2026 in Review

Merit Financial Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.5% in Q2 2026, selling an estimated $715K and leaving 97,027 shares worth $28.2M. The position accounts for 0.17% of the portfolio, ranked #104.

Merit Financial Group first reported a position in IWY in Q1 2022 and has held it in 18 quarters since. 683 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Merit Financial Group held 97,027 shares of iShares Russell Top 200 Growth ETF worth $28.2M as of Q2 2026.
  • Merit Financial Group sold 2,532 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $715K.
  • iShares Russell Top 200 Growth ETF made up 0.17% of Merit Financial Group's portfolio in Q2 2026, its #104 holding.
  • Merit Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 683 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.