Montgomery Financial Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Montgomery Financial Services’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	$21.5M	Buy	+74,091	New	+$20.9M	18.72%	2

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Montgomery Financial Services's IWY Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 74,091 shares worth $21.5M. The stake represents 18.72% of the portfolio and ranks #2 among its holdings.

658 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Montgomery Financial Services held 74,091 shares of iShares Russell Top 200 Growth ETF worth $21.5M as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 18.72% of Montgomery Financial Services's portfolio in Q2 2026, its #2 holding.
658 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.