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IWY icon

NWAM LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

NWAM LLC’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 		$4.85M Sell
16,681
-141
-0.8% -$39.8K 0.24% 101
2026
Q1 		$4.19M Buy
16,822
+595
+4% +$158K 0.24% 99
2025
Q4 		$4.46M Buy
16,227
+2,001
+14% +$554K 0.25% 97
2025
Q3 		$3.93M Buy
14,226
+890
+7% +$230K 0.21% 112
2025
Q2 		$3.41M Buy
+13,336
New +$2.97M 0.2% 123
2025
Q1 		– Sell
-8,839
Closed -$2.08M – 557
2024
Q4 		$2.08M Buy
8,839
+598
+7% +$137K 0.13% 165
2024
Q3 		$1.81M Buy
+8,241
New +$1.75M 0.11% 182
2024
Q2 		– Sell
-3,462
Closed -$677K – 358
2024
Q1 		$677K Buy
3,462
+727
+27% +$136K 0.05% 277
2023
Q4 		$479K Buy
2,735
+943
+53% +$155K 0.04% 349
2023
Q3 		$276K Sell
1,792
-25
-1% -$3.99K 0.03% 405
2023
Q2 		$288K Buy
1,817
+60
+3% +$8.75K 0.02% 427
2023
Q1 		$244K Sell
1,757
-25
-1% -$3.25K 0.02% 408
2022
Q4 		$215K Buy
1,782
+67
+4% +$8.33K 0.02% 477
2022
Q3 		$205K Sell
1,715
-25
-1% -$3.36K 0.02% 460
2022
Q2 		$222K Buy
1,740
+29
+2% +$3.98K 0.02% 473
2022
Q1 		$272K Hold
1,711
– – 0.02% 449
2021
Q4 		$297K Sell
1,711
-25
-1% -$4.17K 0.02% 419
2021
Q3 		$265K Buy
+1,736
New +$274K 0.02% 422

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

NWAM LLC's IWY Position: Q2 2026 in Review

NWAM LLC reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.84% in Q2 2026, selling an estimated $39.8K and leaving 16,681 shares worth $4.85M. The position accounts for 0.24% of the portfolio, ranked #101.

NWAM LLC first reported a position in IWY in Q3 2021 and has held it in 18 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • NWAM LLC held 16,681 shares of iShares Russell Top 200 Growth ETF worth $4.85M as of Q2 2026.
  • NWAM LLC sold 141 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $39.8K.
  • iShares Russell Top 200 Growth ETF made up 0.24% of NWAM LLC's portfolio in Q2 2026, its #101 holding.
  • NWAM LLC first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and has held it in 18 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.