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

Rooted Wealth Advisors’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 		$396K Sell
1,363
-18
-1% -$5.08K 0.1% 101
2026
Q1 		$383K Hold
1,381
– – 0.1% 94
2025
Q4 		$366K Sell
1,381
-48
-3% -$13.3K 0.1% 94
2025
Q3 		$392K Sell
1,429
-19
-1% -$4.92K 0.12% 84
2025
Q2 		$360K Sell
1,448
-45
-3% -$10K 0.12% 78
2025
Q1 		$284K Sell
1,493
-22
-1% -$5.06K 0.12% 75
2024
Q4 		$358K Sell
1,515
-15
-1% -$3.44K 0.14% 70
2024
Q3 		$332K Sell
1,530
-109
-7% -$23.2K 0.15% 71
2024
Q2 		$351K Sell
1,639
-208
-11% -$41.5K 0.15% 64
2024
Q1 		$358K Buy
1,847
+50
+3% +$9.35K 0.18% 59
2023
Q4 		$336K Buy
1,797
+21
+1% +$3.45K 0.18% 60
2023
Q3 		$297K Sell
1,776
-68
-4% -$10.8K 0.18% 61
2023
Q2 		$293K Sell
1,844
-392
-18% -$57.2K 0.2% 60
2023
Q1 		$311K Sell
2,236
-50
-2% -$6.49K 0.23% 55
2022
Q4 		$276K Buy
+2,286
New +$284K 0.23% 53

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

Rooted Wealth Advisors's IWY Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.3% in Q2 2026, selling an estimated $5.08K and leaving 1,363 shares worth $396K. The position accounts for 0.1% of the portfolio, ranked #101.

Rooted Wealth Advisors first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Rooted Wealth Advisors held 1,363 shares of iShares Russell Top 200 Growth ETF worth $396K as of Q2 2026.
  • Rooted Wealth Advisors sold 18 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $5.08K.
  • iShares Russell Top 200 Growth ETF made up 0.1% of Rooted Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Rooted Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.