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

Slagle Financial’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	$252K	Sell	867 -20	-2%	-$5.65K	0.08%	113
2026 Q1	$221K	Sell	887 -10	-1%	-$2.65K	0.07%	115
2025 Q4	$248K	Sell	897 -9	-1%	-$2.49K	0.09%	102
2025 Q3	$248K	Sell	906 -27	-3%	-$6.99K	0.09%	103
2025 Q2	$230K	Sell	933 -103	-10%	-$22.9K	0.09%	106
2025 Q1	$218K	Buy	1,036 +40	+4%	+$9.2K	0.1%	96
2024 Q4	$234K	Sell	996 -37	-4%	-$8.49K	0.11%	96
2024 Q3	$227K	Buy	1,033 +3	+0.3%	+$638	0.1%	103
2024 Q2	$221K	Buy	1,030 +4	+0.4%	+$797	0.11%	103
2024 Q1	$200K	Buy	+1,026	New	+$192K	0.11%	111

Other funds holding IWY

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Slagle Financial's IWY Position: Q2 2026 in Review

Slagle Financial reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.3% in Q2 2026, selling an estimated $5.65K and leaving 867 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #113.

Slagle Financial first reported a position in IWY in Q1 2024 and has held it in 10 quarters since. 308 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Slagle Financial held 867 shares of iShares Russell Top 200 Growth ETF worth $252K as of Q2 2026.
Slagle Financial sold 20 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $5.65K.
iShares Russell Top 200 Growth ETF made up 0.08% of Slagle Financial's portfolio in Q2 2026, its #113 holding.
Slagle Financial first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 10 quarters since.
308 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.