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Sequoia Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Sequoia Financial Advisors’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 		$1.66M Buy
5,701
+329
+6% +$92.9K 0.01% 711
2026
Q1 		$1.34M Sell
5,372
-48
-0.9% -$12.7K 0.01% 767
2025
Q4 		$1.5M Buy
5,420
+137
+3% +$38K 0.01% 696
2025
Q3 		$1.45M Sell
5,283
-171
-3% -$44.2K 0.01% 634
2025
Q2 		$1.34M Buy
5,454
+624
+13% +$139K 0.01% 584
2025
Q1 		$1.02M Sell
4,830
-39
-0.8% -$8.97K 0.01% 612
2024
Q4 		$1.15M Sell
4,869
-629
-11% -$144K 0.01% 544
2024
Q3 		$1.21M Sell
5,498
-1,083
-16% -$230K 0.01% 490
2024
Q2 		$1.41M Sell
6,581
-302
-4% -$60.2K 0.02% 410
2024
Q1 		$1.34M Buy
6,883
+1,931
+39% +$361K 0.02% 412
2023
Q4 		$868K Buy
4,952
+3,625
+273% +$595K 0.01% 573
2023
Q3 		$204K Sell
1,327
-714
-35% -$114K ﹤0.01% 860
2023
Q2 		$324K Sell
2,041
-5
-0.2% -$729 0.01% 665
2023
Q1 		$284K Buy
2,046
+173
+9% +$22.5K 0.01% 648
2022
Q4 		$226K Buy
+1,873
New +$233K 0.01% 691
2022
Q2 		– Sell
-1,580
Closed -$251K – 639
2022
Q1 		$251K Buy
+1,580
New +$246K 0.01% 553

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sequoia Financial Advisors's IWY Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 6.1% in Q2 2026, buying an estimated $92.9K and bringing the position to 5,701 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #711.

Sequoia Financial Advisors first reported a position in IWY in Q1 2022 and has held it in 16 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Sequoia Financial Advisors held 5,701 shares of iShares Russell Top 200 Growth ETF worth $1.66M as of Q2 2026.
  • Sequoia Financial Advisors bought 329 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $92.9K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #711 holding.
  • Sequoia Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 16 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.