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

MY Wealth Management’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 Q1	$219K	Buy	1,036 +37	+4%	+$9.8K	0.21%	25
2025 Q4	$277K	Hold	999	–	–	0.24%	30
2025 Q3	$273K	Hold	999	–	–	0.24%	29
2025 Q2	$246K	Sell	999 -37	-4%	-$8.24K	0.24%	28
2025 Q1	$219K	Hold	1,036	–	–	0.21%	25
2024 Q4	$244K	Sell	1,036 -19	-2%	-$4.36K	0.24%	25
2024 Q3	$232K	Buy	+1,055	New	+$224K	0.24%	25
2024 Q2	–	Sell	-1,055	Closed	-$206K	–	26
2024 Q1	$206K	Buy	+1,055	New	+$197K	0.23%	25
2022 Q1	–	Sell	-1,169	Closed	-$203K	–	29
2021 Q4	$203K	Buy	+1,169	New	+$195K	0.18%	27

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

MY Wealth Management's IWY Position: Q1 2026 in Review

MY Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3.7% in Q1 2026, buying an estimated $9.8K and bringing the position to 1,036 shares worth $219K. The position accounts for 0.21% of the portfolio, ranked #25.

MY Wealth Management first reported a position in IWY in Q4 2021 and has held it in 9 quarters since. The position peaked at $277K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

MY Wealth Management held 1,036 shares of iShares Russell Top 200 Growth ETF worth $219K as of Q1 2026.
MY Wealth Management bought 37 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $9.8K.
iShares Russell Top 200 Growth ETF made up 0.21% of MY Wealth Management's portfolio in Q1 2026, its #25 holding.
MY Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 9 quarters since.
MY Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $277K in Q4 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.