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Money Concepts Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Money Concepts Capital’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 		$1.66M Sell
5,705
-2,734
-32% -$772K 0.08% 229
2026
Q1 		$2.1M Sell
8,439
-541
-6% -$143K 0.12% 180
2025
Q4 		$2.49M Sell
8,980
-1,548
-15% -$429K 0.14% 142
2025
Q3 		$2.88M Sell
10,528
-579
-5% -$150K 0.18% 123
2025
Q2 		$2.74M Sell
11,107
-366
-3% -$81.5K 0.18% 114
2025
Q1 		$2.42M Buy
11,473
+218
+2% +$50.2K 0.18% 131
2024
Q4 		$2.65M Sell
11,255
-603
-5% -$138K 0.2% 119
2024
Q3 		$2.61M Buy
11,858
+1,007
+9% +$214K 0.2% 121
2024
Q2 		$2.33M Sell
10,851
-2,356
-18% -$470K 0.2% 127
2024
Q1 		$2.58M Sell
13,207
-1,282
-9% -$240K 0.24% 117
2023
Q4 		$2.54M Buy
14,489
+6,526
+82% +$1.07M 0.24% 112
2023
Q3 		$1.22M Buy
7,963
+266
+3% +$42.4K 0.13% 175
2023
Q2 		$1.22M Sell
7,697
-4,341
-36% -$633K 0.12% 183
2023
Q1 		$306K Buy
12,038
+8,464
+237% +$1.1M 0.02% 352
2022
Q4 		$431K Sell
3,574
-250,276
-99% -$31.1M 0.02% 465
2022
Q3 		$30.3M Buy
253,850
+21,744
+9% +$2.92M 1.79% 6
2022
Q2 		$29.3M Buy
232,106
+115,154
+98% +$15.8M 2.61% 4
2022
Q1 		$18.6M Buy
116,952
+45,360
+63% +$7.07M 1.05% 14
2021
Q4 		$12.4M Buy
+71,592
New +$11.9M 1.05% 19
2021
Q1 		$19M Buy
141,553
+19,332
+16% +$2.59M 1.52% 11
2020
Q4 		$16.3M Buy
+122,221
New +$15.4M 1.5% 9

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

Money Concepts Capital's IWY Position: Q2 2026 in Review

Money Concepts Capital reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 32% in Q2 2026, selling an estimated $772K and leaving 5,705 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #229.

Money Concepts Capital first reported a position in IWY in Q4 2020 and has held it in 21 quarters since. The position peaked at $30.3M in Q3 2022. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Money Concepts Capital held 5,705 shares of iShares Russell Top 200 Growth ETF worth $1.66M as of Q2 2026.
  • Money Concepts Capital sold 2,734 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $772K.
  • iShares Russell Top 200 Growth ETF made up 0.08% of Money Concepts Capital's portfolio in Q2 2026, its #229 holding.
  • Money Concepts Capital first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's iShares Russell Top 200 Growth ETF position peaked at $30.3M in Q3 2022.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.