Quest 10 Wealth Builders’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Quest 10 Wealth Builders’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	$3.36M	Buy	13,485 +802	+6%	+$212K	2.94%	5
2025 Q4	$3.51M	Buy	12,683 +522	+4%	+$145K	3.14%	6
2025 Q3	$3.33M	Buy	12,161 +610	+5%	+$158K	3.07%	7
2025 Q2	$2.85M	Buy	11,551 +249	+2%	+$55.4K	2.77%	7
2025 Q1	$2.38M	Sell	11,302 -331	-3%	-$76.1K	2.55%	7
2024 Q4	$2.74M	Buy	+11,633	New	+$2.67M	2.72%	6

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Quest 10 Wealth Builders's IWY Position: Q1 2026 in Review

Quest 10 Wealth Builders increased its iShares Russell Top 200 Growth ETF (IWY) stake by 6.3% in Q1 2026, buying an estimated $212K and bringing the position to 13,485 shares worth $3.36M. The position accounts for 2.94% of the portfolio, ranked #5.

Quest 10 Wealth Builders first reported a position in IWY in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.51M in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Quest 10 Wealth Builders held 13,485 shares of iShares Russell Top 200 Growth ETF worth $3.36M as of Q1 2026.
Quest 10 Wealth Builders bought 802 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $212K.
iShares Russell Top 200 Growth ETF made up 2.94% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #5 holding.
Quest 10 Wealth Builders first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Quest 10 Wealth Builders's iShares Russell Top 200 Growth ETF position peaked at $3.51M in Q4 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.