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RFG Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

RFG Advisory’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 		$4.62M Sell
15,889
-7,972
-33% -$2.25M 0.07% 190
2026
Q1 		$5.94M Buy
23,861
+1,578
+7% +$418K 0.11% 138
2025
Q4 		$6.17M Buy
+22,283
New +$6.17M 0.12% 133

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RFG Advisory's IWY Position: Q2 2026 in Review

RFG Advisory reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 33% in Q2 2026, selling an estimated $2.25M and leaving 15,889 shares worth $4.62M. The position accounts for 0.07% of the portfolio, ranked #190.

RFG Advisory first reported a position in IWY in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.17M in Q4 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • RFG Advisory held 15,889 shares of iShares Russell Top 200 Growth ETF worth $4.62M as of Q2 2026.
  • RFG Advisory sold 7,972 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $2.25M.
  • iShares Russell Top 200 Growth ETF made up 0.07% of RFG Advisory's portfolio in Q2 2026, its #190 holding.
  • RFG Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • RFG Advisory's iShares Russell Top 200 Growth ETF position peaked at $6.17M in Q4 2025.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.