MYIA
IWY icon

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

Mount Yale 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 		$239K Hold
824
– – ﹤0.01% 1079
2026
Q1 		$205K Sell
824
-22
-3% -$5.83K ﹤0.01% 1051
2025
Q4 		$234K Buy
+846
New +$234K 0.01% 658
2025
Q3 		– Sell
-143
Closed -$35.3K – 1145
2025
Q2 		$35.3K Buy
+143
New +$31.8K ﹤0.01% 912

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 19.28% 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

Mount Yale Investment Advisors's IWY Position: Q2 2026 in Review

Mount Yale Investment Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 824 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Mount Yale Investment Advisors first reported a position in IWY in Q2 2025 and has held it in 4 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Mount Yale Investment Advisors held 824 shares of iShares Russell Top 200 Growth ETF worth $239K as of Q2 2026.
  • Mount Yale Investment Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1079 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.