Patton Albertson Miller Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Patton Albertson Miller 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 Q2	$2.16M	Sell	7,433 -4,479	-38%	-$1.26M	0.22%	91
2026 Q1	$2.96M	Sell	11,912 -7,555	-39%	-$2M	0.35%	78
2025 Q4	$5.39M	Hold	19,467	–	–	0.63%	51
2025 Q3	$5.33M	Hold	19,467	–	–	0.64%	50
2025 Q2	$4.8M	Hold	19,467	–	–	0.63%	54
2025 Q1	$4.11M	Buy	+19,467	New	+$4.48M	0.61%	59

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

Patton Albertson Miller Group's IWY Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 38% in Q2 2026, selling an estimated $1.26M and leaving 7,433 shares worth $2.16M. The position accounts for 0.22% of the portfolio, ranked #91.

Patton Albertson Miller Group first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.39M in Q4 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Patton Albertson Miller Group held 7,433 shares of iShares Russell Top 200 Growth ETF worth $2.16M as of Q2 2026.
Patton Albertson Miller Group sold 4,479 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.26M.
iShares Russell Top 200 Growth ETF made up 0.22% of Patton Albertson Miller Group's portfolio in Q2 2026, its #91 holding.
Patton Albertson Miller Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Patton Albertson Miller Group's iShares Russell Top 200 Growth ETF position peaked at $5.39M in Q4 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.