Newbridge Financial Services Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Newbridge Financial Services 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	$241K	Sell	828 -96	-10%	-$27.1K	0.03%	226
2026 Q1	$230K	Hold	924	–	–	0.04%	202
2025 Q4	$256K	Buy	924 +16	+2%	+$4.43K	0.04%	203
2025 Q3	$248K	Sell	908 -55	-6%	-$14.2K	0.04%	263
2025 Q2	$237K	Sell	963 -30	-3%	-$6.68K	0.04%	263
2025 Q1	$209K	Sell	993 -545	-35%	-$125K	0.05%	191
2024 Q4	$362K	Buy	+1,538	New	+$353K	0.09%	146
2024 Q3	–	Sell	-1,058	Closed	-$227K	–	880
2024 Q2	$227K	Hold	1,058	–	–	0.08%	169
2024 Q1	$206K	Buy	1,058 +97	+10%	+$18.1K	0.09%	186
2023 Q4	$168K	Buy	961 +695	+261%	+$114K	0.08%	213
2023 Q3	$40.9K	Hold	266	–	–	0.02%	459
2023 Q2	$42.2K	Hold	266	–	–	0.02%	500
2023 Q1	$37K	Hold	266	–	–	0.02%	537
2022 Q4	$32.1K	Hold	266	–	–	0.02%	573
2022 Q3	$32K	Hold	266	–	–	0.02%	573
2022 Q2	$33K	Hold	266	–	–	0.02%	503
2022 Q1	$42K	Buy	+266	New	+$41.5K	0.02%	525

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

Newbridge Financial Services Group's IWY Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 10% in Q2 2026, selling an estimated $27.1K and leaving 828 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #226.

Newbridge Financial Services Group first reported a position in IWY in Q1 2022 and has held it in 17 quarters since. The position peaked at $362K in Q4 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Newbridge Financial Services Group held 828 shares of iShares Russell Top 200 Growth ETF worth $241K as of Q2 2026.
Newbridge Financial Services Group sold 96 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $27.1K.
iShares Russell Top 200 Growth ETF made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #226 holding.
Newbridge Financial Services Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 17 quarters since.
Newbridge Financial Services Group's iShares Russell Top 200 Growth ETF position peaked at $362K in Q4 2024.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.