N.E.W. Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

N.E.W. Advisory 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	$727K	Buy	2,500 +2	+0.1%	+$565	0.05%	125
2026 Q1	$622K	Sell	2,498 -224	-8%	-$59.3K	0.05%	128
2025 Q4	$754K	Buy	2,722 +2	+0.1%	+$554	0.06%	113
2025 Q3	$744K	Buy	2,720 +2	+0.1%	+$517	0.07%	98
2025 Q2	$670K	Buy	2,718 +3	+0.1%	+$668	0.07%	98
2025 Q1	$573K	Buy	2,715 +3	+0.1%	+$690	0.04%	114
2024 Q4	$638K	Buy	2,712 +3	+0.1%	+$689	0.06%	99
2024 Q3	$596K	Buy	2,709 +3	+0.1%	+$638	0.06%	100
2024 Q2	$580K	Buy	2,706 +2	+0.1%	+$399	0.06%	97
2024 Q1	$528K	Buy	2,704 +3	+0.1%	+$561	0.06%	101
2023 Q4	$473K	Buy	2,701 +11	+0.4%	+$1.8K	0.06%	101
2023 Q3	$414K	Hold	2,690	–	–	0.06%	103
2023 Q2	$427K	Buy	2,690 +3	+0.1%	+$438	0.06%	91
2023 Q1	$373K	Buy	2,687 +5	+0.2%	+$649	0.05%	96
2022 Q4	$323K	Buy	2,682 +13	+0.5%	+$1.62K	0.05%	98
2022 Q3	$319K	Hold	2,669	–	–	0.06%	95
2022 Q2	$334K	Buy	2,669 +15	+0.6%	+$2.06K	0.06%	92
2022 Q1	$357K	Sell	2,654 -7	-0.3%	-$1.09K	0.07%	95
2021 Q4	$461K	Buy	2,661 +7	+0.3%	+$1.17K	0.07%	89
2021 Q3	$405K	Hold	2,654	–	–	0.07%	92
2021 Q2	$400K	Hold	2,654	–	–	0.07%	93
2021 Q1	$363K	Hold	2,654	–	–	0.07%	95
2020 Q4	$353K	Hold	2,654	–	–	0.07%	103
2020 Q3	$322K	Hold	2,654	–	–	0.09%	73
2020 Q2	$283K	Buy	+2,654	New	+$260K	0.09%	74
2019 Q4	$213K	Buy	+2,206	New	+$201K	0.07%	81

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

N.E.W. Advisory Services's IWY Position: Q2 2026 in Review

N.E.W. Advisory Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.08% in Q2 2026, buying an estimated $565 and bringing the position to 2,500 shares worth $727K. The position accounts for 0.05% of the portfolio, ranked #125.

N.E.W. Advisory Services first reported a position in IWY in Q4 2019 and has held it in 26 quarters since. The position peaked at $754K in Q4 2025. 500 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

N.E.W. Advisory Services held 2,500 shares of iShares Russell Top 200 Growth ETF worth $727K as of Q2 2026.
N.E.W. Advisory Services bought 2 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $565.
iShares Russell Top 200 Growth ETF made up 0.05% of N.E.W. Advisory Services's portfolio in Q2 2026, its #125 holding.
N.E.W. Advisory Services first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's iShares Russell Top 200 Growth ETF position peaked at $754K in Q4 2025.
500 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.