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

National Wealth Management Group’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 		$533K Sell
1,834
-13
-0.7% -$3.67K 0.16% 116
2026
Q1 		$460K Sell
1,847
-23
-1% -$6.09K 0.17% 123
2025
Q4 		$518K Sell
1,870
-87
-4% -$24.1K 0.18% 124
2025
Q3 		$536K Sell
1,957
-29
-1% -$7.5K 0.2% 115
2025
Q2 		$489K Sell
1,986
-11
-0.6% -$2.45K 0.27% 86
2025
Q1 		$421K Buy
1,997
+116
+6% +$26.7K 0.28% 89
2024
Q4 		$443K Sell
1,881
-597
-24% -$137K 0.29% 78
2024
Q3 		$545K Sell
2,478
-586
-19% -$125K 0.37% 66
2024
Q2 		$657K Buy
3,064
+955
+45% +$190K 0.5% 49
2024
Q1 		$412K Buy
2,109
+426
+25% +$79.6K 0.32% 81
2023
Q4 		$295K Sell
1,683
-11
-0.6% -$1.8K 0.29% 104
2023
Q3 		$261K Sell
1,694
-83
-5% -$13.2K 0.28% 105
2023
Q2 		$281K Sell
1,777
-105
-6% -$15.3K 0.29% 96
2023
Q1 		$268K Sell
1,882
-92
-5% -$11.9K 0.31% 105
2022
Q4 		$238K Sell
1,974
-504
-20% -$62.6K 0.29% 115
2022
Q3 		$296K Sell
2,478
-217
-8% -$29.1K 0.39% 91
2022
Q2 		$338K Sell
2,695
-582
-18% -$79.9K 0.43% 67
2022
Q1 		$521K Sell
3,277
-5,148
-61% -$803K 0.5% 57
2021
Q4 		$1.46M Buy
+8,425
New +$1.4M 1.37% 20

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

National Wealth Management Group's IWY Position: Q2 2026 in Review

National Wealth Management Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.7% in Q2 2026, selling an estimated $3.67K and leaving 1,834 shares worth $533K. The position accounts for 0.16% of the portfolio, ranked #116.

National Wealth Management Group first reported a position in IWY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q4 2021. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • National Wealth Management Group held 1,834 shares of iShares Russell Top 200 Growth ETF worth $533K as of Q2 2026.
  • National Wealth Management Group sold 13 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $3.67K.
  • iShares Russell Top 200 Growth ETF made up 0.16% of National Wealth Management Group's portfolio in Q2 2026, its #116 holding.
  • National Wealth Management Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's iShares Russell Top 200 Growth ETF position peaked at $1.46M in Q4 2021.
  • 686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.