NBC Securities’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

NBC Securities’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	$56.4K	Hold	194	–	–	﹤0.01%	1250
2026 Q1	$48.3K	Hold	194	–	–	﹤0.01%	1332
2025 Q4	$53.7K	Hold	194	–	–	﹤0.01%	1324
2025 Q3	$53.1K	Sell	194 -15	-7%	-$3.88K	﹤0.01%	1308
2025 Q2	$51K	Hold	209	–	–	﹤0.01%	1324
2025 Q1	$44K	Buy	+209	New	+$48.1K	﹤0.01%	1206
2024 Q4	–	Sell	-115	Closed	-$25K	–	1684
2024 Q3	$25K	Hold	115	–	–	﹤0.01%	1418
2024 Q2	$24K	Hold	115	–	–	﹤0.01%	1381
2024 Q1	$22K	Hold	115	–	–	﹤0.01%	1421
2023 Q4	$20K	Hold	115	–	–	﹤0.01%	1479
2023 Q3	$17K	Buy	+115	New	+$18.3K	﹤0.01%	1521

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NBC Securities's IWY Position: Q2 2026 in Review

NBC Securities held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 194 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

NBC Securities first reported a position in IWY in Q3 2023 and has held it in 11 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

NBC Securities held 194 shares of iShares Russell Top 200 Growth ETF worth $56.4K as of Q2 2026.
NBC Securities 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 NBC Securities's portfolio in Q2 2026, its #1250 holding.
NBC Securities first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and has held it in 11 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.