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

SageView Advisory Group’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	$1.87M	Sell	6,434 -36	-0.6%	-$10.2K	0.06%	161
2026 Q1	$1.61M	Sell	6,470 -27	-0.4%	-$7.15K	0.06%	168
2025 Q4	$1.8M	Sell	6,497 -487	-7%	-$135K	0.06%	162
2025 Q3	$1.91M	Sell	6,984 -7	-0.1%	-$1.81K	0.07%	161
2025 Q2	$1.79M	Sell	6,991 -35	-0.5%	-$7.79K	0.07%	149
2025 Q1	$1.48M	Buy	7,026 +10	+0.1%	+$2.3K	0.06%	161
2024 Q4	$1.65M	Sell	7,016 -49	-0.7%	-$11.3K	0.07%	144
2024 Q3	$1.55M	Buy	7,065 +8	+0.1%	+$1.7K	0.08%	140
2024 Q2	$1.51M	Buy	7,057 +4,525	+179%	+$902K	0.07%	162
2024 Q1	$402K	Sell	2,532 -4,549	-64%	-$850K	0.02%	359
2023 Q4	$1.3M	Buy	7,081 +25	+0.4%	+$4.1K	0.06%	211
2023 Q3	$1.09M	Sell	7,056 -13	-0.2%	-$2.07K	0.06%	201
2023 Q2	$1.12M	Buy	7,069 +9	+0.1%	+$1.31K	0.06%	204
2023 Q1	$981K	Buy	7,060 +11	+0.2%	+$1.43K	0.06%	209
2022 Q4	$850K	Buy	+7,049	New	+$876K	0.07%	173

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

SageView Advisory Group's IWY Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.56% in Q2 2026, selling an estimated $10.2K and leaving 6,434 shares worth $1.87M. The position accounts for 0.06% of the portfolio, ranked #161.

SageView Advisory Group first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.91M in Q3 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

SageView Advisory Group held 6,434 shares of iShares Russell Top 200 Growth ETF worth $1.87M as of Q2 2026.
SageView Advisory Group sold 36 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $10.2K.
iShares Russell Top 200 Growth ETF made up 0.06% of SageView Advisory Group's portfolio in Q2 2026, its #161 holding.
SageView Advisory Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's iShares Russell Top 200 Growth ETF position peaked at $1.91M in Q3 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.