Processus Wealth & Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Processus Wealth & Capital Management’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	$9M	Sell	30,982 -920	-3%	-$260K	5.33%	5
2026 Q1	$7.94M	Buy	31,902 +140	+0.4%	+$37.1K	5.39%	3
2025 Q4	$8.8M	Buy	31,762 +958	+3%	+$265K	5.8%	3
2025 Q3	$8.43M	Sell	30,804 -335	-1%	-$86.7K	6.04%	3
2025 Q2	$7.68M	Sell	31,139 -1,198	-4%	-$267K	6.06%	4
2025 Q1	$6.82M	Buy	32,337 +465	+1%	+$107K	5.81%	3
2024 Q4	$7.5M	Sell	31,872 -239	-0.7%	-$54.9K	5.98%	4
2024 Q3	$7.07M	Sell	32,111 -1,653	-5%	-$352K	5.82%	3
2024 Q2	$7.24M	Sell	33,764 -359	-1%	-$71.5K	6%	3
2024 Q1	$6.66M	Buy	34,123 +1,094	+3%	+$205K	5.9%	3
2023 Q4	$5.79M	Buy	+33,029	New	+$5.42M	5.78%	3

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

Processus Wealth & Capital Management's IWY Position: Q2 2026 in Review

Processus Wealth & Capital Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.9% in Q2 2026, selling an estimated $260K and leaving 30,982 shares worth $9M. The position accounts for 5.33% of the portfolio, ranked #5.

Processus Wealth & Capital Management first reported a position in IWY in Q4 2023 and has held it in 11 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Processus Wealth & Capital Management held 30,982 shares of iShares Russell Top 200 Growth ETF worth $9M as of Q2 2026.
Processus Wealth & Capital Management sold 920 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $260K.
iShares Russell Top 200 Growth ETF made up 5.33% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #5 holding.
Processus Wealth & Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 11 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.