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 Q2	$629K	Sell	2,290 -212	-8%	-$59.9K	0.28%	26
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 $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

PTM Wealth Management's IWY Position: Q2 2026 in Review

PTM Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 8.5% in Q2 2026, selling an estimated $59.9K and leaving 2,290 shares worth $629K. The position accounts for 0.28% of the portfolio, ranked #26.

PTM Wealth Management first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. The position peaked at $701K in Q3 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

PTM Wealth Management held 2,290 shares of iShares Russell Top 200 Growth ETF worth $629K as of Q2 2026.
PTM Wealth Management sold 212 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $59.9K.
iShares Russell Top 200 Growth ETF made up 0.28% of PTM Wealth Management's portfolio in Q2 2026, its #26 holding.
PTM Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
PTM Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $701K in Q3 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on PTM Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.