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PTM Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

PTM Wealth 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
Q1 		$631K Sell
2,502
-27
-1% -$7.15K 0.33% 25
2025
Q4 		$700K Sell
2,529
-9
-0.4% -$2.49K 0.39% 22
2025
Q3 		$701K Buy
2,538
+9
+0.4% +$2.33K 0.42% 21
2025
Q2 		$628K Buy
2,529
+18
+0.7% +$4.01K 0.42% 23
2025
Q1 		$471K Buy
+2,511
New +$578K 0.5% 22

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PTM Wealth Management's IWY Position: Q1 2026 in Review

PTM Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.1% in Q1 2026, selling an estimated $7.15K and leaving 2,502 shares worth $631K. The position accounts for 0.33% of the portfolio, ranked #25.

PTM Wealth Management first reported a position in IWY in Q1 2025 and has held it in 5 quarters since. The position peaked at $701K in Q3 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • PTM Wealth Management held 2,502 shares of iShares Russell Top 200 Growth ETF worth $631K as of Q1 2026.
  • PTM Wealth Management sold 27 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $7.15K.
  • iShares Russell Top 200 Growth ETF made up 0.33% of PTM Wealth Management's portfolio in Q1 2026, its #25 holding.
  • PTM Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • PTM Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $701K in Q3 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.