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

Rockport Wealth’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	$334K	Hold	1,150	–	–	0.06%	83
2026 Q1	$286K	Sell	1,150 -3,696	-76%	-$979K	0.05%	82
2025 Q4	$1.34M	Sell	4,846 -3,106	-39%	-$861K	0.26%	43
2025 Q3	$2.18M	Sell	7,952 -986	-11%	-$255K	0.44%	35
2025 Q2	$2.2M	Buy	+8,938	New	+$1.99M	0.51%	30
2025 Q1	–	Sell	-11,174	Closed	-$2.45M	–	56
2024 Q4	$2.45M	Buy	11,174 +1,890	+20%	+$434K	1.09%	13
2024 Q3	$2.04M	Sell	9,284 -2,888	-24%	-$615K	0.54%	17
2024 Q2	$2.61M	Sell	12,172 -307	-2%	-$61.2K	1.1%	15
2024 Q1	$2.44M	Buy	+12,479	New	+$2.33M	1.63%	11

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

Rockport Wealth's IWY Position: Q2 2026 in Review

Rockport Wealth held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,150 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #83.

Rockport Wealth first reported a position in IWY in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.61M in Q2 2024. 314 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Rockport Wealth held 1,150 shares of iShares Russell Top 200 Growth ETF worth $334K as of Q2 2026.
Rockport Wealth 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 Rockport Wealth's portfolio in Q2 2026, its #83 holding.
Rockport Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Rockport Wealth's iShares Russell Top 200 Growth ETF position peaked at $2.61M in Q2 2024.
314 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.