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Milestone Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Milestone Investment 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 		$5.8M Sell
19,964
-1,384
-6% -$391K 1.25% 27
2026
Q1 		$5.31M Buy
21,348
+149
+0.7% +$39.5K 1.28% 26
2025
Q4 		$5.87M Sell
21,199
-1,382
-6% -$383K 1.42% 22
2025
Q3 		$6.18M Sell
22,581
-415
-2% -$107K 1.54% 21
2025
Q2 		$5.67M Sell
22,996
-2,164
-9% -$482K 1.48% 24
2025
Q1 		$5.31M Sell
25,160
-2,156
-8% -$496K 1.47% 23
2024
Q4 		$6.43M Sell
27,316
-1,645
-6% -$378K 1.75% 17
2024
Q3 		$6.37M Sell
28,961
-14,539
-33% -$3.09M 1.79% 17
2024
Q2 		$9.33M Sell
43,500
-7,671
-15% -$1.53M 2.48% 12
2024
Q1 		$9.98M Sell
51,171
-5,758
-10% -$1.08M 2.69% 12
2023
Q4 		$9.98M Sell
56,929
-4,440
-7% -$729K 2.9% 13
2023
Q3 		$9.44M Buy
61,369
+3,654
+6% +$583K 2.69% 11
2023
Q2 		$9.15M Buy
57,715
+1,720
+3% +$251K 2.83% 13
2023
Q1 		$7.78M Buy
55,995
+2,505
+5% +$325K 2.4% 13
2022
Q4 		$6.45M Buy
+53,490
New +$6.65M 2.26% 15

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

Milestone Investment Advisors's IWY Position: Q2 2026 in Review

Milestone Investment Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 6.5% in Q2 2026, selling an estimated $391K and leaving 19,964 shares worth $5.8M. The position accounts for 1.25% of the portfolio, ranked #27.

Milestone Investment Advisors first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.98M in Q1 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Milestone Investment Advisors held 19,964 shares of iShares Russell Top 200 Growth ETF worth $5.8M as of Q2 2026.
  • Milestone Investment Advisors sold 1,384 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $391K.
  • iShares Russell Top 200 Growth ETF made up 1.25% of Milestone Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Milestone Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Milestone Investment Advisors's iShares Russell Top 200 Growth ETF position peaked at $9.98M in Q1 2024.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.