Salomon & Ludwin’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Salomon & Ludwin’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	$21.3K	Hold	74	–	–	﹤0.01%	1094
2026 Q1	$18.6K	Hold	74	–	–	﹤0.01%	1147
2025 Q4	$20.5K	Hold	74	–	–	﹤0.01%	882
2025 Q3	$20.3K	Sell	74 -2	-3%	-$517	﹤0.01%	796
2025 Q2	$18.7K	Sell	76 -76	-50%	-$16.9K	﹤0.01%	393
2025 Q1	$32.1K	Hold	152	–	–	﹤0.01%	303
2024 Q4	$35.8K	Sell	152 -4	-3%	-$918	﹤0.01%	282
2024 Q3	$34.3K	Hold	156	–	–	﹤0.01%	300
2024 Q2	$33.5K	Sell	156 -180	-54%	-$35.9K	﹤0.01%	301
2024 Q1	$65.6K	Buy	336 +161	+92%	+$30.1K	0.01%	314
2023 Q4	$27K	Hold	175	–	–	﹤0.01%	380
2023 Q3	$27K	Buy	+175	New	+$27.9K	﹤0.01%	380

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

Salomon & Ludwin's IWY Position: Q2 2026 in Review

Salomon & Ludwin held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 74 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Salomon & Ludwin first reported a position in IWY in Q3 2023 and has held it in 12 quarters since. The position peaked at $65.6K in Q1 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Salomon & Ludwin held 74 shares of iShares Russell Top 200 Growth ETF worth $21.3K as of Q2 2026.
Salomon & Ludwin left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1094 holding.
Salomon & Ludwin first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's iShares Russell Top 200 Growth ETF position peaked at $65.6K in Q1 2024.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.