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

Simplicity Wealth’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 		$19.1M Buy
65,838
+1,700
+3% +$480K 0.65% 28
2026
Q1 		$16M Buy
64,138
+4,558
+8% +$1.21M 0.9% 16
2025
Q4 		$16.5M Buy
59,580
+4,696
+9% +$1.3M 0.98% 16
2025
Q3 		$15M Sell
54,884
-58,363
-52% -$15.1M 0.87% 19
2025
Q2 		$27.9M Buy
113,247
+55,913
+98% +$12.4M 1.16% 16
2025
Q1 		$12.1M Buy
57,334
+55,178
+2,559% +$12.7M 0.94% 16
2024
Q4 		$507K Sell
2,156
-57,457
-96% -$13.2M 0.11% 165
2024
Q3 		$13.1M Buy
59,613
+658
+1% +$140K 1.22% 15
2024
Q2 		$12.6M Sell
58,955
-52,482
-47% -$10.5M 0.29% 71
2024
Q1 		$21.7M Buy
111,437
+2,836
+3% +$530K 0.52% 29
2023
Q4 		$19M Sell
108,601
-3,327
-3% -$546K 7.37% 1
2023
Q3 		$17.2M Buy
111,928
+5,353
+5% +$854K 10.08% 1
2023
Q2 		$16.9M Sell
106,575
-1,996
-2% -$291K 10.51% 1
2023
Q1 		$15.1M Buy
108,571
+21,390
+25% +$2.78M 10.03% 2
2022
Q4 		$10.5M Buy
87,181
+84,475
+3,122% +$10.5M 9.27% 2
2022
Q3 		$323K Buy
+2,706
New +$363K 0.43% 53

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

Simplicity Wealth's IWY Position: Q2 2026 in Review

Simplicity Wealth increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.7% in Q2 2026, buying an estimated $480K and bringing the position to 65,838 shares worth $19.1M. The position accounts for 0.65% of the portfolio, ranked #28.

Simplicity Wealth first reported a position in IWY in Q3 2022 and has held it in 16 quarters since. The position peaked at $27.9M in Q2 2025. 683 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Simplicity Wealth held 65,838 shares of iShares Russell Top 200 Growth ETF worth $19.1M as of Q2 2026.
  • Simplicity Wealth bought 1,700 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $480K.
  • iShares Russell Top 200 Growth ETF made up 0.65% of Simplicity Wealth's portfolio in Q2 2026, its #28 holding.
  • Simplicity Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • Simplicity Wealth's iShares Russell Top 200 Growth ETF position peaked at $27.9M in Q2 2025.
  • 683 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.