Perspective Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Perspective Wealth Advisors’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	$2.56M	Buy	8,794 +164	+2%	+$46.3K	1.41%	20
2026 Q1	$2.15M	Buy	8,630 +531	+7%	+$141K	1.39%	21
2025 Q4	$2.24M	Buy	+8,099	New	+$2.24M	1.6%	19

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

Perspective Wealth Advisors's IWY Position: Q2 2026 in Review

Perspective Wealth Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.9% in Q2 2026, buying an estimated $46.3K and bringing the position to 8,794 shares worth $2.56M. The position accounts for 1.41% of the portfolio, ranked #20.

Perspective Wealth Advisors first reported a position in IWY in Q4 2025 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Perspective Wealth Advisors held 8,794 shares of iShares Russell Top 200 Growth ETF worth $2.56M as of Q2 2026.
Perspective Wealth Advisors bought 164 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $46.3K.
iShares Russell Top 200 Growth ETF made up 1.41% of Perspective Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Perspective Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and has held it in 3 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.