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ProVise Management Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

ProVise Management 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 		$39.9M Buy
137,347
+4,315
+3% +$1.22M 2.68% 5
2026
Q1 		$33.1M Buy
133,032
+4,272
+3% +$1.13M 2.38% 7
2025
Q4 		$35.7M Sell
128,760
-1,874
-1% -$519K 2.54% 4
2025
Q3 		$35.7M Sell
130,634
-117
-0.1% -$30.3K 2.64% 4
2025
Q2 		$32.2M Sell
130,751
-526
-0.4% -$117K 2.55% 3
2025
Q1 		$27.7M Buy
131,277
+4,601
+4% +$1.06M 2.35% 6
2024
Q4 		$29.8M Buy
126,676
+874
+0.7% +$201K 2.55% 4
2024
Q3 		$27.7M Buy
125,802
+5,346
+4% +$1.14M 2.19% 6
2024
Q2 		$25.8M Buy
120,456
+25,564
+27% +$5.09M 2.2% 7
2024
Q1 		$18.5M Buy
94,892
+18,104
+24% +$3.38M 1.6% 16
2023
Q4 		$13.5M Buy
76,788
+664
+0.9% +$109K 1.14% 22
2023
Q3 		$11.7M Buy
76,124
+9,245
+14% +$1.47M 1.09% 26
2023
Q2 		$10.6M Buy
66,879
+18,945
+40% +$2.76M 0.96% 30
2023
Q1 		$6.66M Buy
47,934
+13,594
+40% +$1.76M 0.64% 43
2022
Q4 		$4.14M Buy
34,340
+6,844
+25% +$851K 0.42% 67
2022
Q3 		$3.29M Buy
27,496
+2,493
+10% +$335K 0.37% 82
2022
Q2 		$3.13M Buy
25,003
+4,448
+22% +$611K 0.33% 89
2022
Q1 		$3.27M Buy
20,555
+2,692
+15% +$420K 0.31% 88
2021
Q4 		$3.1M Buy
17,863
+2,948
+20% +$491K 0.28% 94
2021
Q3 		$2.28M Buy
14,915
+3,323
+29% +$524K 0.23% 117
2021
Q2 		$1.75M Buy
11,592
+5,676
+96% +$812K 0.18% 130
2021
Q1 		$796K Buy
5,916
+3,382
+133% +$453K 0.09% 180
2020
Q4 		$337K Buy
+2,534
New +$320K 0.04% 245

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ProVise Management Group's IWY Position: Q2 2026 in Review

ProVise Management Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3.2% in Q2 2026, buying an estimated $1.22M and bringing the position to 137,347 shares worth $39.9M. The position accounts for 2.68% of the portfolio, ranked #5.

ProVise Management Group first reported a position in IWY in Q4 2020 and has held it in 23 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • ProVise Management Group held 137,347 shares of iShares Russell Top 200 Growth ETF worth $39.9M as of Q2 2026.
  • ProVise Management Group bought 4,315 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.22M.
  • iShares Russell Top 200 Growth ETF made up 2.68% of ProVise Management Group's portfolio in Q2 2026, its #5 holding.
  • ProVise Management Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.