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Silver Oak Securities’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Silver Oak Securities’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
Q1 		$2.38M Sell
9,579
-11,207
-54% -$2.97M 0.17% 128
2025
Q4 		$5.8M Buy
20,786
+18,344
+751% +$5.08M 0.39% 56
2025
Q3 		$668K Sell
2,442
-13,045
-84% -$3.37M 0.05% 357
2025
Q2 		$3.82M Sell
15,487
-469
-3% -$104K 0.31% 68
2025
Q1 		$3.36M Sell
15,956
-7,188
-31% -$1.65M 0.31% 72
2024
Q4 		$5.49M Buy
23,144
+21,013
+986% +$4.82M 0.51% 43
2024
Q3 		$466K Sell
2,131
-19,060
-90% -$4.06M 0.05% 343
2024
Q2 		$4.55M Buy
21,191
+18,404
+660% +$3.67M 0.68% 36
2024
Q1 		$544K Sell
2,787
-200
-7% -$37.4K 0.08% 216
2023
Q4 		$523K Sell
2,987
-4,509
-60% -$740K 0.07% 264
2023
Q3 		$1.15M Buy
7,496
+3,983
+113% +$635K 0.25% 72
2023
Q2 		$557K Sell
3,513
-3,898
-53% -$569K 0.09% 208
2023
Q1 		$1.03M Buy
7,411
+3,705
+100% +$481K 0.17% 110
2022
Q4 		$447K Sell
3,706
-3,790
-51% -$471K 0.08% 173
2022
Q3 		$1.15M Buy
7,496
+4,812
+179% +$646K 0.25% 72
2022
Q2 		$358K Buy
2,684
+337
+14% +$46.3K 0.08% 174
2022
Q1 		$362K Buy
+2,347
New +$366K 0.07% 208

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Silver Oak Securities's IWY Position: Q1 2026 in Review

Silver Oak Securities reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 54% in Q1 2026, selling an estimated $2.97M and leaving 9,579 shares worth $2.38M. The position accounts for 0.17% of the portfolio, ranked #128.

Silver Oak Securities first reported a position in IWY in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.8M in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Silver Oak Securities held 9,579 shares of iShares Russell Top 200 Growth ETF worth $2.38M as of Q1 2026.
  • Silver Oak Securities sold 11,207 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $2.97M.
  • iShares Russell Top 200 Growth ETF made up 0.17% of Silver Oak Securities's portfolio in Q1 2026, its #128 holding.
  • Silver Oak Securities first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's iShares Russell Top 200 Growth ETF position peaked at $5.8M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.