MidAtlantic Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

MidAtlantic Capital 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	$617K	Hold	2,123	–	–	0.38%	58
2026 Q1	$528K	Hold	2,123	–	–	0.36%	57
2025 Q4	$588K	Hold	2,123	–	–	0.38%	54
2025 Q3	$581K	Hold	2,123	–	–	0.4%	57
2025 Q2	$523K	Hold	2,123	–	–	0.37%	59
2025 Q1	$448K	Hold	2,123	–	–	0.35%	57
2024 Q4	$499K	Hold	2,123	–	–	0.37%	56
2024 Q3	$467K	Buy	2,123 +79	+4%	+$16.8K	0.34%	57
2024 Q2	$438K	Hold	2,044	–	–	0.37%	54
2024 Q1	$399K	Hold	2,044	–	–	0.35%	57
2023 Q4	$358K	Buy	+2,044	New	+$335K	0.35%	59

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

MidAtlantic Capital Management's IWY Position: Q2 2026 in Review

MidAtlantic Capital Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 2,123 shares worth $617K. The position accounts for 0.38% of the portfolio, ranked #58.

MidAtlantic Capital Management first reported a position in IWY in Q4 2023 and has held it in 11 quarters since. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

MidAtlantic Capital Management held 2,123 shares of iShares Russell Top 200 Growth ETF worth $617K as of Q2 2026.
MidAtlantic Capital Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.38% of MidAtlantic Capital Management's portfolio in Q2 2026, its #58 holding.
MidAtlantic Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 11 quarters since.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.