OneDigital Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

OneDigital Investment Advisors’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	$2.76M	Buy	11,093 +10,093	+1,009%	+$2.67M	0.03%	392
2025 Q4	$277K	Buy	+1,000	New	+$277K	﹤0.01%	1261
2025 Q1	–	Sell	-904	Closed	-$213K	–	1455
2024 Q4	$213K	Buy	+904	New	+$208K	﹤0.01%	1303
2024 Q3	–	Sell	-1,006	Closed	-$216K	–	1448
2024 Q2	$216K	Buy	+1,006	New	+$200K	﹤0.01%	1256
2024 Q1	–	Sell	-1,698	Closed	-$298K	–	1131
2023 Q4	$298K	Buy	+1,698	New	+$279K	0.01%	909

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 $21.5B AUM 26.98% 1-Year Est. Return

OneDigital Investment Advisors's IWY Position: Q1 2026 in Review

OneDigital Investment Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1,009% in Q1 2026, buying an estimated $2.67M and bringing the position to 11,093 shares worth $2.76M. The position accounts for 0.03% of the portfolio, ranked #392.

OneDigital Investment Advisors first reported a position in IWY in Q4 2023 and has held it in 5 quarters since. 640 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

OneDigital Investment Advisors held 11,093 shares of iShares Russell Top 200 Growth ETF worth $2.76M as of Q1 2026.
OneDigital Investment Advisors bought 10,093 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $2.67M.
iShares Russell Top 200 Growth ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q1 2026, its #392 holding.
OneDigital Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 5 quarters since.
640 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.