Revolve Wealth Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Revolve Wealth Partners’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	$618K	Hold	2,126	–	–	0.06%	168
2026 Q1	$529K	Hold	2,126	–	–	0.07%	124
2025 Q4	$589K	Hold	2,126	–	–	0.07%	121
2025 Q3	$582K	Hold	2,126	–	–	0.07%	120
2025 Q2	$524K	Hold	2,126	–	–	0.07%	122
2025 Q1	$448K	Hold	2,126	–	–	0.06%	129
2024 Q4	$500K	Hold	2,126	–	–	0.07%	122
2024 Q3	$468K	Hold	2,126	–	–	0.07%	122
2024 Q2	$456K	Hold	2,126	–	–	0.08%	112
2024 Q1	$415K	Hold	2,126	–	–	0.07%	113
2023 Q4	$373K	Hold	2,126	–	–	0.07%	112
2023 Q3	$327K	Hold	2,126	–	–	0.08%	113
2023 Q2	$337K	Hold	2,126	–	–	0.08%	102
2023 Q1	$295K	Sell	2,126 -3	-0.1%	-$389	0.08%	109
2022 Q4	$257K	Hold	2,129	–	–	0.07%	119
2022 Q3	$254K	Sell	2,129 -847	-28%	-$114K	0.08%	104
2022 Q2	$373K	Buy	+2,976	New	+$408K	0.12%	84

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

Revolve Wealth Partners's IWY Position: Q2 2026 in Review

Revolve Wealth Partners held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 2,126 shares worth $618K. The position accounts for 0.06% of the portfolio, ranked #168.

Revolve Wealth Partners first reported a position in IWY in Q2 2022 and has held it in 17 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Revolve Wealth Partners held 2,126 shares of iShares Russell Top 200 Growth ETF worth $618K as of Q2 2026.
Revolve Wealth Partners left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.06% of Revolve Wealth Partners's portfolio in Q2 2026, its #168 holding.
Revolve Wealth Partners first reported a position in iShares Russell Top 200 Growth ETF in Q2 2022 and has held it in 17 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.