Redwood Financial Network’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Redwood Financial Network’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	$911K	Buy	3,660 +108	+3%	+$28.6K	0.6%	48
2025 Q4	$984K	Sell	3,552 -147	-4%	-$40.7K	0.63%	47
2025 Q3	$1.01M	Buy	3,699 +344	+10%	+$89K	0.64%	46
2025 Q2	$827K	Sell	3,355 -31	-0.9%	-$6.9K	0.56%	49
2025 Q1	$714K	Buy	3,386 +191	+6%	+$43.9K	0.54%	52
2024 Q4	$752K	Buy	3,195 +56	+2%	+$12.9K	0.56%	47
2024 Q3	$691K	Buy	3,139 +423	+16%	+$90K	0.54%	52
2024 Q2	$583K	Buy	2,716 +1,505	+124%	+$300K	0.49%	64
2024 Q1	$236K	Buy	+1,211	New	+$226K	0.21%	128

Other funds holding IWY

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Redwood Financial Network's IWY Position: Q1 2026 in Review

Redwood Financial Network increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3% in Q1 2026, buying an estimated $28.6K and bringing the position to 3,660 shares worth $911K. The position accounts for 0.6% of the portfolio, ranked #48.

Redwood Financial Network first reported a position in IWY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q3 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Redwood Financial Network held 3,660 shares of iShares Russell Top 200 Growth ETF worth $911K as of Q1 2026.
Redwood Financial Network bought 108 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $28.6K.
iShares Russell Top 200 Growth ETF made up 0.6% of Redwood Financial Network's portfolio in Q1 2026, its #48 holding.
Redwood Financial Network first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Redwood Financial Network's iShares Russell Top 200 Growth ETF position peaked at $1.01M in Q3 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.