Secure Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Secure Asset 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	$587K	Sell	2,018 -1,657	-45%	-$468K	0.08%	173
2026 Q1	$915K	Buy	3,675 +94	+3%	+$24.9K	0.14%	135
2025 Q4	$992K	Buy	3,581 +385	+12%	+$107K	0.16%	131
2025 Q3	$880K	Sell	3,196 -5	-0.2%	-$1.29K	0.14%	137
2025 Q2	$789K	Sell	3,201 -199	-6%	-$44.3K	0.15%	147
2025 Q1	$717K	Buy	3,400 +549	+19%	+$126K	0.14%	143
2024 Q4	$671K	Buy	2,851 +753	+36%	+$173K	0.1%	168
2024 Q3	$462K	Buy	2,098 +538	+34%	+$114K	0.08%	189
2024 Q2	$335K	Buy	+1,560	New	+$311K	0.06%	213

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

Secure Asset Management's IWY Position: Q2 2026 in Review

Secure Asset Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 45% in Q2 2026, selling an estimated $468K and leaving 2,018 shares worth $587K. The position accounts for 0.08% of the portfolio, ranked #173.

Secure Asset Management first reported a position in IWY in Q2 2024 and has held it in 9 quarters since. The position peaked at $992K in Q4 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Secure Asset Management held 2,018 shares of iShares Russell Top 200 Growth ETF worth $587K as of Q2 2026.
Secure Asset Management sold 1,657 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $468K.
iShares Russell Top 200 Growth ETF made up 0.08% of Secure Asset Management's portfolio in Q2 2026, its #173 holding.
Secure Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Secure Asset Management's iShares Russell Top 200 Growth ETF position peaked at $992K in Q4 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.