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Park Square Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Park Square Financial Group’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 		– Sell
-201
Closed -$47.3K – 291
2025
Q4 		$47.3K Buy
201
+122
+154% +$33.8K 0.28% 32
2025
Q3 		$21.6K Buy
+79
New +$20.4K 0.09% 87
2025
Q1 		– Sell
-490
Closed -$115K – 1009
2024
Q4 		$115K Buy
+490
New +$112K 0.08% 161

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
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

Park Square Financial Group's IWY Position: Q1 2026 in Review

Park Square Financial Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2026, closing a stake of 201 shares — an estimated $47.3K sold.

Park Square Financial Group first reported a position in IWY in Q4 2024 and held it in 3 quarters. The position peaked at $115K in Q4 2024. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Park Square Financial Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Park Square Financial Group sold 201 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $47.3K.
  • Park Square Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's iShares Russell Top 200 Growth ETF position peaked at $115K in Q4 2024.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.