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 Q2	$1.04M	Sell	3,587 -73	-2%	-$20.6K	0.58%	47
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 $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

Redwood Financial Network's IWY Position: Q2 2026 in Review

Redwood Financial Network reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2% in Q2 2026, selling an estimated $20.6K and leaving 3,587 shares worth $1.04M. The position accounts for 0.58% of the portfolio, ranked #47.

Redwood Financial Network first reported a position in IWY in Q1 2024 and has held it in 10 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Redwood Financial Network held 3,587 shares of iShares Russell Top 200 Growth ETF worth $1.04M as of Q2 2026.
Redwood Financial Network sold 73 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $20.6K.
iShares Russell Top 200 Growth ETF made up 0.58% of Redwood Financial Network's portfolio in Q2 2026, its #47 holding.
Redwood Financial Network first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 10 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.