Sculati Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Sculati Wealth Management’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	$17M	Buy	60,965 +2,474	+4%	+$699K	5.68%	2
2026 Q1	$14.6M	Buy	58,491 +3,324	+6%	+$881K	5.37%	2
2025 Q4	$15.3M	Buy	55,167 +4,114	+8%	+$1.14M	5.39%	2
2025 Q3	$14M	Buy	51,053 +9,761	+24%	+$2.53M	4.93%	3
2025 Q2	$10.2M	Buy	41,292 +38,643	+1,459%	+$8.6M	3.82%	3
2025 Q1	$559K	Buy	+2,649	New	+$609K	0.23%	71

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

Sculati Wealth Management's IWY Position: Q2 2026 in Review

Sculati Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 4.2% in Q2 2026, buying an estimated $699K and bringing the position to 60,965 shares worth $17M. The position accounts for 5.68% of the portfolio, ranked #2.

Sculati Wealth Management first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Sculati Wealth Management held 60,965 shares of iShares Russell Top 200 Growth ETF worth $17M as of Q2 2026.
Sculati Wealth Management bought 2,474 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $699K.
iShares Russell Top 200 Growth ETF made up 5.68% of Sculati Wealth Management's portfolio in Q2 2026, its #2 holding.
Sculati Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.