Savant Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Savant Capital’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	$1.25M	Hold	4,297	–	–	﹤0.01%	784
2026 Q1	$1.07M	Buy	4,297 +867	+25%	+$230K	0.01%	605
2025 Q4	$950K	Buy	3,430 +239	+7%	+$66.2K	0.01%	599
2025 Q3	$873K	Hold	3,191	–	–	0.01%	617
2025 Q2	$787K	Hold	3,191	–	–	0.01%	604
2025 Q1	$673K	Sell	3,191 -338	-10%	-$77.8K	0.01%	591
2024 Q4	$830K	Sell	3,529 -140	-4%	-$32.1K	0.01%	715
2024 Q3	$807K	Buy	3,669 +2,581	+237%	+$549K	0.01%	715
2024 Q2	$233K	Buy	+1,088	New	+$217K	﹤0.01%	1077

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

Savant Capital's IWY Position: Q2 2026 in Review

Savant Capital held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 4,297 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Savant Capital first reported a position in IWY in Q2 2024 and has held it in 9 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Savant Capital held 4,297 shares of iShares Russell Top 200 Growth ETF worth $1.25M as of Q2 2026.
Savant Capital 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 Savant Capital's portfolio in Q2 2026, its #784 holding.
Savant Capital first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 9 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.