Novak & Powell Financial Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Novak & Powell Financial Services’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 Q1	$343K	Hold	1,380	–	–	0.19%	112
2025 Q4	$382K	Sell	1,380 -20	-1%	-$5.54K	0.2%	99
2025 Q3	$383K	Hold	1,400	–	–	0.2%	95
2025 Q2	$345K	Hold	1,400	–	–	0.24%	91
2025 Q1	$295K	Buy	+1,400	New	+$322K	0.18%	112
2024 Q4	–	Sell	-1,400	Closed	-$308K	–	157
2024 Q3	$308K	Hold	1,400	–	–	0.18%	107
2024 Q2	$300K	Hold	1,400	–	–	0.19%	104
2024 Q1	$273K	Hold	1,400	–	–	0.2%	103
2023 Q4	$245K	Buy	+1,400	New	+$230K	0.16%	114

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Novak & Powell Financial Services's IWY Position: Q1 2026 in Review

Novak & Powell Financial Services held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2026 at 1,380 shares worth $343K. The position accounts for 0.19% of the portfolio, ranked #112.

Novak & Powell Financial Services first reported a position in IWY in Q4 2023 and has held it in 9 quarters since. The position peaked at $383K in Q3 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Novak & Powell Financial Services held 1,380 shares of iShares Russell Top 200 Growth ETF worth $343K as of Q1 2026.
Novak & Powell Financial Services left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2026.
iShares Russell Top 200 Growth ETF made up 0.19% of Novak & Powell Financial Services's portfolio in Q1 2026, its #112 holding.
Novak & Powell Financial Services first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 9 quarters since.
Novak & Powell Financial Services's iShares Russell Top 200 Growth ETF position peaked at $383K in Q3 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.