NWF Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

NWF Advisory 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	$373K	Buy	1,500 +123	+9%	+$32.6K	0.04%	251
2025 Q4	$381K	Buy	1,377 +158	+13%	+$43.8K	0.04%	243
2025 Q3	$333K	Buy	1,219 +2	+0.2%	+$517	0.04%	276
2025 Q2	$300K	Buy	+1,217	New	+$271K	0.04%	296
2024 Q4	–	Sell	-1,225	Closed	-$270K	–	358
2024 Q3	$270K	Buy	1,225 +2	+0.2%	+$426	0.04%	258
2024 Q2	$262K	Sell	1,223 -1	-0.1%	-$199	0.04%	242
2024 Q1	$239K	Buy	+1,224	New	+$229K	0.04%	256

Other funds holding IWY

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $71.6B AUM 21.08% 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

NWF Advisory Services's IWY Position: Q1 2026 in Review

NWF Advisory Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 8.9% in Q1 2026, buying an estimated $32.6K and bringing the position to 1,500 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #251.

NWF Advisory Services first reported a position in IWY in Q1 2024 and has held it in 7 quarters since. The position peaked at $381K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

NWF Advisory Services held 1,500 shares of iShares Russell Top 200 Growth ETF worth $373K as of Q1 2026.
NWF Advisory Services bought 123 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $32.6K.
iShares Russell Top 200 Growth ETF made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #251 holding.
NWF Advisory Services first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 7 quarters since.
NWF Advisory Services's iShares Russell Top 200 Growth ETF position peaked at $381K in Q4 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.