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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 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.

108 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.
108 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.