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Mueller Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Mueller Wealth’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 		$700K Sell
2,409
-586
-20% -$165K 0.48% 12
2026
Q1 		$745K Sell
2,995
-26,483
-90% -$7.02M 0.59% 11
2025
Q4 		$8.16M Buy
+29,478
New +$8.17M 6.76% 6

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

Mueller Wealth's IWY Position: Q2 2026 in Review

Mueller Wealth reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 20% in Q2 2026, selling an estimated $165K and leaving 2,409 shares worth $700K. The position accounts for 0.48% of the portfolio, ranked #12.

Mueller Wealth first reported a position in IWY in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.16M in Q4 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Mueller Wealth held 2,409 shares of iShares Russell Top 200 Growth ETF worth $700K as of Q2 2026.
  • Mueller Wealth sold 586 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $165K.
  • iShares Russell Top 200 Growth ETF made up 0.48% of Mueller Wealth's portfolio in Q2 2026, its #12 holding.
  • Mueller Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Mueller Wealth's iShares Russell Top 200 Growth ETF position peaked at $8.16M in Q4 2025.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Mueller Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.