Orgel Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Orgel Wealth Management’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	$766K	Buy	+2,635	New	+$744K	0.01%	70

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

Orgel Wealth Management's IWY Position: Q2 2026 in Review

Orgel Wealth Management opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 2,635 shares worth $766K. The stake represents 0.01% of the portfolio and ranks #70 among its holdings.

683 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Orgel Wealth Management held 2,635 shares of iShares Russell Top 200 Growth ETF worth $766K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Orgel Wealth Management position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #70 holding.
683 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.