Perfromance Wealth Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Perfromance Wealth Partners’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	$26.1M	Buy	89,705 +11,441	+15%	+$3.23M	0.65%	16
2026 Q1	$19.5M	Buy	78,264 +7,314	+10%	+$1.94M	0.57%	18
2025 Q4	$19.6M	Buy	70,950 +5,623	+9%	+$1.56M	0.53%	19
2025 Q3	$17.9M	Buy	65,327 +13,688	+27%	+$3.54M	0.5%	20
2025 Q2	$12.7M	Buy	+51,639	New	+$11.5M	0.41%	22

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

Perfromance Wealth Partners's IWY Position: Q2 2026 in Review

Perfromance Wealth Partners increased its iShares Russell Top 200 Growth ETF (IWY) stake by 15% in Q2 2026, buying an estimated $3.23M and bringing the position to 89,705 shares worth $26.1M. The position accounts for 0.65% of the portfolio, ranked #16.

Perfromance Wealth Partners first reported a position in IWY in Q2 2025 and has held it in 5 quarters since. 683 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Perfromance Wealth Partners held 89,705 shares of iShares Russell Top 200 Growth ETF worth $26.1M as of Q2 2026.
Perfromance Wealth Partners bought 11,441 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $3.23M.
iShares Russell Top 200 Growth ETF made up 0.65% of Perfromance Wealth Partners's portfolio in Q2 2026, its #16 holding.
Perfromance Wealth Partners first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 5 quarters since.
683 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.