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PFG Investments’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

PFG Investments’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 		$6.47M Buy
22,270
+2,590
+13% +$731K 0.25% 75
2026
Q1 		$4.9M Buy
+19,680
New +$5.21M 0.23% 81
2025
Q2 		– Sell
-12,931
Closed -$2.73M – 1089
2025
Q1 		$2.73M Buy
12,931
+1,764
+16% +$406K 0.18% 100
2024
Q4 		$2.63M Buy
11,167
+168
+2% +$38.6K 0.16% 109
2024
Q3 		$2.42M Sell
10,999
-249
-2% -$53K 0.16% 127
2024
Q2 		$2.41M Sell
11,248
-15,169
-57% -$3.02M 0.17% 105
2024
Q1 		$5.15M Buy
+26,417
New +$4.94M 0.31% 65

Other funds holding IWY

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

PFG Investments's IWY Position: Q2 2026 in Review

PFG Investments increased its iShares Russell Top 200 Growth ETF (IWY) stake by 13% in Q2 2026, buying an estimated $731K and bringing the position to 22,270 shares worth $6.47M. The position accounts for 0.25% of the portfolio, ranked #75.

PFG Investments first reported a position in IWY in Q1 2024 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • PFG Investments held 22,270 shares of iShares Russell Top 200 Growth ETF worth $6.47M as of Q2 2026.
  • PFG Investments bought 2,590 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $731K.
  • iShares Russell Top 200 Growth ETF made up 0.25% of PFG Investments's portfolio in Q2 2026, its #75 holding.
  • PFG Investments first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 7 quarters since.
  • 207 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.