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

Nova Wealth Management’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	$4.68M	Sell	16,098 -891	-5%	-$252K	2.58%	3
2026 Q1	$4.23M	Sell	16,989 -1,451	-8%	-$384K	2.75%	2
2025 Q4	$5.11M	Sell	18,440 -310	-2%	-$85.9K	3.5%	2
2025 Q3	$5.13M	Sell	18,750 -2,322	-11%	-$601K	3.61%	3
2025 Q2	$5.19M	Buy	21,072 +1,088	+5%	+$242K	3.81%	3
2025 Q1	$4.22M	Buy	19,984 +1,021	+5%	+$235K	3.64%	2
2024 Q4	$4.46M	Buy	+18,963	New	+$4.35M	3.86%	3

Other funds holding IWY

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Nova Wealth Management's IWY Position: Q2 2026 in Review

Nova Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 5.2% in Q2 2026, selling an estimated $252K and leaving 16,098 shares worth $4.68M. The position accounts for 2.58% of the portfolio, ranked #3.

Nova Wealth Management first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.19M in Q2 2025. 108 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Nova Wealth Management held 16,098 shares of iShares Russell Top 200 Growth ETF worth $4.68M as of Q2 2026.
Nova Wealth Management sold 891 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $252K.
iShares Russell Top 200 Growth ETF made up 2.58% of Nova Wealth Management's portfolio in Q2 2026, its #3 holding.
Nova Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $5.19M in Q2 2025.
108 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.