Private Wealth Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Private Wealth 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	$355K	Buy	+1,221	New	+$345K	0.14%	53

Other funds holding IWY

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Private Wealth Group's IWY Position: Q2 2026 in Review

Private Wealth Group opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 1,221 shares worth $355K. The stake represents 0.14% of the portfolio and ranks #53 among its holdings.

285 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Private Wealth Group held 1,221 shares of iShares Russell Top 200 Growth ETF worth $355K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Private Wealth Group position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.14% of Private Wealth Group's portfolio in Q2 2026, its #53 holding.
285 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.