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 Q2	$401K	Hold	1,380	–	–	0.19%	104
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 $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

Novak & Powell Financial Services's IWY Position: Q2 2026 in Review

Novak & Powell Financial Services held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,380 shares worth $401K. The position accounts for 0.19% of the portfolio, ranked #104.

Novak & Powell Financial Services first reported a position in IWY in Q4 2023 and has held it in 10 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Novak & Powell Financial Services held 1,380 shares of iShares Russell Top 200 Growth ETF worth $401K as of Q2 2026.
Novak & Powell Financial Services left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.19% of Novak & Powell Financial Services's portfolio in Q2 2026, its #104 holding.
Novak & Powell Financial Services first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 10 quarters since.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.