Rodgers & Associates’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Rodgers & Associates’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	$428K	Hold	1,471	–	–	0.04%	79
2026 Q1	$366K	Buy	1,471 +28	+2%	+$7.42K	0.04%	75
2025 Q4	$400K	Sell	1,443 -70	-5%	-$19.4K	0.04%	74
2025 Q3	$414K	Sell	1,513 -125	-8%	-$32.3K	0.04%	73
2025 Q2	$404K	Hold	1,638	–	–	0.04%	73
2025 Q1	$346K	Hold	1,638	–	–	0.04%	74
2024 Q4	$385K	Sell	1,638 -117	-7%	-$26.9K	0.05%	74
2024 Q3	$386K	Sell	1,755 -575	-25%	-$122K	0.05%	74
2024 Q2	$500K	Hold	2,330	–	–	0.06%	67
2024 Q1	$455K	Sell	2,330 -237	-9%	-$44.3K	0.06%	68
2023 Q4	$450K	Buy	2,567 +300	+13%	+$49.2K	0.06%	66
2023 Q3	$349K	Sell	2,267 -292	-11%	-$46.6K	0.05%	68
2023 Q2	$406K	Sell	2,559 -180	-7%	-$26.3K	0.06%	66
2023 Q1	$381K	Sell	2,739 -283	-9%	-$36.7K	0.06%	66
2022 Q4	$364K	Sell	3,022 -150	-5%	-$18.6K	0.06%	67
2022 Q3	$379K	Buy	3,172 +600	+23%	+$80.5K	0.07%	64
2022 Q2	$322K	Buy	+2,572	New	+$353K	0.06%	67

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

Rodgers & Associates's IWY Position: Q2 2026 in Review

Rodgers & Associates held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,471 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #79.

Rodgers & Associates first reported a position in IWY in Q2 2022 and has held it in 17 quarters since. The position peaked at $500K in Q2 2024. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Rodgers & Associates held 1,471 shares of iShares Russell Top 200 Growth ETF worth $428K as of Q2 2026.
Rodgers & Associates left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.04% of Rodgers & Associates's portfolio in Q2 2026, its #79 holding.
Rodgers & Associates first reported a position in iShares Russell Top 200 Growth ETF in Q2 2022 and has held it in 17 quarters since.
Rodgers & Associates's iShares Russell Top 200 Growth ETF position peaked at $500K in Q2 2024.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Rodgers & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.