NA
IWY icon

NewEdge Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

NewEdge 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 		$50.1M Sell
172,484
-7,706
-4% -$2.18M 0.15% 134
2026
Q1 		$44.8M Buy
180,190
+14,480
+9% +$3.84M 0.16% 126
2025
Q4 		$45.9M Buy
165,710
+11,795
+8% +$3.27M 0.17% 124
2025
Q3 		$42.1M Sell
153,915
-459
-0.3% -$119K 0.19% 103
2025
Q2 		$38.1M Sell
154,374
-2,157
-1% -$480K 0.2% 104
2025
Q1 		$33M Sell
156,531
-33,374
-18% -$7.68M 0.2% 108
2024
Q4 		$44.7M Buy
189,905
+8,675
+5% +$1.99M 0.27% 73
2024
Q3 		$39.9M Buy
181,230
+27,937
+18% +$5.94M 0.26% 86
2024
Q2 		$32.9M Buy
153,293
+5,223
+4% +$1.04M 0.24% 94
2024
Q1 		$28.9M Buy
148,070
+30,743
+26% +$5.75M 0.25% 90
2023
Q4 		$21.3M Buy
117,327
+12,879
+12% +$2.11M 0.2% 111
2023
Q3 		$16.1M Buy
104,448
+22,833
+28% +$3.64M 0.18% 128
2023
Q2 		$12.9M Sell
81,615
-12,119
-13% -$1.77M 0.15% 147
2023
Q1 		$13M Sell
93,734
-60,588
-39% -$7.87M 0.16% 139
2022
Q4 		$18.5M Buy
154,322
+128,560
+499% +$16M 0.5% 37
2022
Q3 		$3.08M Buy
25,762
+12,571
+95% +$1.69M 0.05% 332
2022
Q2 		$1.65M Sell
13,191
-2,139
-14% -$294K 0.03% 491
2022
Q1 		$2.44M Sell
15,330
-8,412
-35% -$1.31M 0.04% 380
2021
Q4 		$4.12M Buy
23,742
+18,196
+328% +$3.03M 0.06% 284
2021
Q3 		$847K Buy
+5,546
New +$875K 0.02% 575

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

NewEdge Advisors's IWY Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 4.3% in Q2 2026, selling an estimated $2.18M and leaving 172,484 shares worth $50.1M. The position accounts for 0.15% of the portfolio, ranked #134.

NewEdge Advisors first reported a position in IWY in Q3 2021 and has held it in 20 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • NewEdge Advisors held 172,484 shares of iShares Russell Top 200 Growth ETF worth $50.1M as of Q2 2026.
  • NewEdge Advisors sold 7,706 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $2.18M.
  • iShares Russell Top 200 Growth ETF made up 0.15% of NewEdge Advisors's portfolio in Q2 2026, its #134 holding.
  • NewEdge Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.