New England Private Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

New England Private Wealth Advisors’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	$1.95M	Buy	7,097 +5	+0.1%	+$1.41K	0.19%	85
2026 Q1	$1.76M	Sell	7,092 -180	-2%	-$47.7K	0.2%	82
2025 Q4	$2.01M	Buy	7,272 +66	+0.9%	+$18.3K	0.25%	70
2025 Q3	$1.97M	Buy	7,206 +7	+0.1%	+$1.81K	0.26%	70
2025 Q2	$1.84M	Buy	7,199 +7	+0.1%	+$1.56K	0.27%	64
2025 Q1	$1.52M	Buy	7,192 +8	+0.1%	+$1.84K	0.23%	67
2024 Q4	$1.69M	Buy	7,184 +8	+0.1%	+$1.84K	0.27%	62
2024 Q3	$1.58M	Sell	7,176 -233	-3%	-$49.6K	0.25%	65
2024 Q2	$1.59M	Buy	7,409 +7	+0.1%	+$1.4K	0.28%	63
2024 Q1	$1.44M	Buy	7,402 +9	+0.1%	+$1.68K	0.25%	65
2023 Q4	$1.3M	Buy	7,393 +31	+0.4%	+$5.09K	0.24%	66
2023 Q3	$1.13M	Sell	7,362 -940	-11%	-$150K	0.24%	66
2023 Q2	$1.32M	Buy	8,302 +642	+8%	+$93.6K	0.27%	61
2023 Q1	$1.06M	Buy	7,660 +16	+0.2%	+$2.08K	0.22%	60
2022 Q4	$921K	Buy	7,644 +41	+0.5%	+$5.1K	0.2%	62
2022 Q3	$909K	Buy	+7,603	New	+$1.02M	0.21%	59
2021 Q4	–	Sell	-7,865	Closed	-$1.2M	–	108
2021 Q3	$1.2M	Sell	7,865 -1,115	-12%	-$176K	0.22%	53
2021 Q2	$1.35M	Buy	8,980 +2,780	+45%	+$398K	0.26%	50
2021 Q1	$834K	Buy	+6,200	New	+$831K	0.14%	61

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

New England Private Wealth Advisors's IWY Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.07% in Q2 2026, buying an estimated $1.41K and bringing the position to 7,097 shares worth $1.95M. The position accounts for 0.19% of the portfolio, ranked #85.

New England Private Wealth Advisors first reported a position in IWY in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.01M in Q4 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

New England Private Wealth Advisors held 7,097 shares of iShares Russell Top 200 Growth ETF worth $1.95M as of Q2 2026.
New England Private Wealth Advisors bought 5 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.41K.
iShares Russell Top 200 Growth ETF made up 0.19% of New England Private Wealth Advisors's portfolio in Q2 2026, its #85 holding.
New England Private Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2021 and has held it in 19 quarters since.
New England Private Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $2.01M in Q4 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.