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

Red Door 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	$238K	Buy	820 +1	+0.1%	+$282	0.02%	292
2026 Q1	$204K	Hold	819	–	–	0.02%	295
2025 Q4	$227K	Buy	819 +2	+0.2%	+$554	0.02%	269
2025 Q3	$224K	Sell	817 -296	-27%	-$76.6K	0.02%	269
2025 Q2	$274K	Buy	+1,113	New	+$248K	0.03%	221

Other funds holding IWY

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Red Door Wealth Management's IWY Position: Q2 2026 in Review

Red Door Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.12% in Q2 2026, buying an estimated $282 and bringing the position to 820 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #292.

Red Door Wealth Management first reported a position in IWY in Q2 2025 and has held it in 5 quarters since. The position peaked at $274K in Q2 2025. 351 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Red Door Wealth Management held 820 shares of iShares Russell Top 200 Growth ETF worth $238K as of Q2 2026.
Red Door Wealth Management bought 1 iShares Russell Top 200 Growth ETF share in Q2 2026, an estimated $282.
iShares Russell Top 200 Growth ETF made up 0.02% of Red Door Wealth Management's portfolio in Q2 2026, its #292 holding.
Red Door Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 5 quarters since.
Red Door Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $274K in Q2 2025.
351 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.