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

Merkkuri 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	$871K	Sell	2,996 -388	-11%	-$110K	0.54%	44
2026 Q1	$842K	Buy	3,384 +2	+0.1%	+$530	0.56%	46
2025 Q4	$937K	Buy	3,382 +3	+0.1%	+$831	0.64%	45
2025 Q3	$925K	Buy	3,379 +669	+25%	+$173K	0.67%	39
2025 Q2	$668K	Buy	2,710 +2	+0.1%	+$445	0.51%	44
2025 Q1	$571K	Buy	2,708 +3	+0.1%	+$690	0.49%	49
2024 Q4	$636K	Buy	2,705 +3	+0.1%	+$689	0.5%	46
2024 Q3	$595K	Buy	2,702 +3	+0.1%	+$638	0.47%	50
2024 Q2	$579K	Buy	+2,699	New	+$538K	0.53%	44

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

Merkkuri Wealth Advisors's IWY Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 11% in Q2 2026, selling an estimated $110K and leaving 2,996 shares worth $871K. The position accounts for 0.54% of the portfolio, ranked #44.

Merkkuri Wealth Advisors first reported a position in IWY in Q2 2024 and has held it in 9 quarters since. The position peaked at $937K in Q4 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Merkkuri Wealth Advisors held 2,996 shares of iShares Russell Top 200 Growth ETF worth $871K as of Q2 2026.
Merkkuri Wealth Advisors sold 388 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $110K.
iShares Russell Top 200 Growth ETF made up 0.54% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Merkkuri Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $937K in Q4 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.