Prosperity Consulting Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Prosperity Consulting 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	$71.6M	Sell	246,540 -45,528	-16%	-$12.9M	2.71%	7
2026 Q1	$72.7M	Buy	292,068 +91,472	+46%	+$24.2M	3.23%	5
2025 Q4	$55.6M	Buy	200,596 +33,295	+20%	+$9.22M	2.5%	6
2025 Q3	$45.8M	Buy	167,301 +117,811	+238%	+$30.5M	2.26%	6
2025 Q2	$12.2M	Buy	49,490 +654	+1%	+$146K	0.89%	25
2025 Q1	$10.3M	Buy	48,836 +8,562	+21%	+$1.97M	0.8%	28
2024 Q4	$9.48M	Buy	40,274 +7,753	+24%	+$1.78M	0.71%	32
2024 Q3	$7.16M	Buy	+32,521	New	+$6.92M	0.56%	40

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

Prosperity Consulting Group's IWY Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 16% in Q2 2026, selling an estimated $12.9M and leaving 246,540 shares worth $71.6M. The position accounts for 2.71% of the portfolio, ranked #7.

Prosperity Consulting Group first reported a position in IWY in Q3 2024 and has held it in 8 quarters since. The position peaked at $72.7M in Q1 2026. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Prosperity Consulting Group held 246,540 shares of iShares Russell Top 200 Growth ETF worth $71.6M as of Q2 2026.
Prosperity Consulting Group sold 45,528 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $12.9M.
iShares Russell Top 200 Growth ETF made up 2.71% of Prosperity Consulting Group's portfolio in Q2 2026, its #7 holding.
Prosperity Consulting Group first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's iShares Russell Top 200 Growth ETF position peaked at $72.7M in Q1 2026.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.