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

NewEdge Wealth’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	$1.54M	Buy	5,308 +371	+8%	+$105K	0.02%	530
2026 Q1	$1.23M	Sell	4,937 -7	-0.1%	-$1.85K	0.01%	568
2025 Q4	$1.37M	Buy	4,944 +7	+0.1%	+$1.94K	0.02%	553
2025 Q3	$1.39M	Hold	4,937	–	–	0.02%	485
2025 Q2	$1.27M	Buy	4,937 +1,050	+27%	+$234K	0.02%	480
2025 Q1	$820K	Sell	3,887 -85	-2%	-$19.6K	0.01%	519
2024 Q4	$935K	Hold	3,972	–	–	0.02%	502
2024 Q3	$874K	Buy	3,972 +1,110	+39%	+$236K	0.02%	497
2024 Q2	$614K	Buy	+2,862	New	+$570K	0.01%	502

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

NewEdge Wealth's IWY Position: Q2 2026 in Review

NewEdge Wealth increased its iShares Russell Top 200 Growth ETF (IWY) stake by 7.5% in Q2 2026, buying an estimated $105K and bringing the position to 5,308 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #530.

NewEdge Wealth first reported a position in IWY in Q2 2024 and has held it in 9 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

NewEdge Wealth held 5,308 shares of iShares Russell Top 200 Growth ETF worth $1.54M as of Q2 2026.
NewEdge Wealth bought 371 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $105K.
iShares Russell Top 200 Growth ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #530 holding.
NewEdge Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 9 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.