SIMA Wealth Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

SIMA Wealth Partners’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	$765K	Hold	2,634	–	–	0.54%	24
2026 Q1	$655K	Hold	2,634	–	–	0.5%	26
2025 Q4	$729K	Sell	2,634 -50	-2%	-$13.9K	0.55%	23
2025 Q3	$734K	Hold	2,684	–	–	0.56%	24
2025 Q2	$662K	Hold	2,684	–	–	0.53%	24
2025 Q1	$566K	Hold	2,684	–	–	0.47%	24
2024 Q4	$631K	Hold	2,684	–	–	0.54%	24
2024 Q3	$591K	Hold	2,684	–	–	0.51%	26
2024 Q2	$576K	Buy	+2,684	New	+$535K	0.55%	27

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

SIMA Wealth Partners's IWY Position: Q2 2026 in Review

SIMA Wealth Partners held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 2,634 shares worth $765K. The position accounts for 0.54% of the portfolio, ranked #24.

SIMA Wealth Partners 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.

SIMA Wealth Partners held 2,634 shares of iShares Russell Top 200 Growth ETF worth $765K as of Q2 2026.
SIMA Wealth Partners left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.54% of SIMA Wealth Partners's portfolio in Q2 2026, its #24 holding.
SIMA Wealth Partners 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 SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.