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

MONECO 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	$43.4M	Sell	149,208 -1,071	-0.7%	-$302K	2.65%	5
2026 Q1	$37.4M	Buy	150,279 +13,804	+10%	+$3.66M	2.9%	4
2025 Q4	$37.8M	Buy	136,475 +9,226	+7%	+$2.56M	3%	4
2025 Q3	$34.8M	Buy	127,249 +5,001	+4%	+$1.29M	2.91%	3
2025 Q2	$30.1M	Buy	122,248 +7,379	+6%	+$1.64M	2.8%	3
2025 Q1	$24.2M	Buy	114,869 +17,586	+18%	+$4.05M	2.51%	4
2024 Q4	$22.9M	Buy	97,283 +22,279	+30%	+$5.11M	2.41%	5
2024 Q3	$16.5M	Buy	75,004 +28,112	+60%	+$5.98M	2.05%	7
2024 Q2	$10.1M	Buy	46,892 +23,037	+97%	+$4.59M	1.48%	10
2024 Q1	$4.65M	Buy	23,855 +14,272	+149%	+$2.67M	0.74%	29
2023 Q4	$1.68M	Buy	9,583 +2,525	+36%	+$414K	0.32%	83
2023 Q3	$1.09M	Buy	7,058 +576	+9%	+$91.9K	0.29%	85
2023 Q2	$1.03M	Buy	6,482 +867	+15%	+$126K	0.28%	94
2023 Q1	$780K	Buy	5,615 +2,592	+86%	+$337K	0.23%	111
2022 Q4	$364K	Buy	+3,023	New	+$376K	0.13%	170

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

MONECO Advisors's IWY Position: Q2 2026 in Review

MONECO Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.71% in Q2 2026, selling an estimated $302K and leaving 149,208 shares worth $43.4M. The position accounts for 2.65% of the portfolio, ranked #5.

MONECO Advisors first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

MONECO Advisors held 149,208 shares of iShares Russell Top 200 Growth ETF worth $43.4M as of Q2 2026.
MONECO Advisors sold 1,071 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $302K.
iShares Russell Top 200 Growth ETF made up 2.65% of MONECO Advisors's portfolio in Q2 2026, its #5 holding.
MONECO Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.