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

SMART 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	$1.6M	Sell	5,515 -243	-4%	-$68.6K	0.35%	95
2026 Q1	$1.43M	Buy	5,758 +648	+13%	+$172K	0.42%	76
2025 Q4	$1.42M	Buy	5,110 +208	+4%	+$57.6K	0.43%	76
2025 Q3	$1.34M	Buy	4,902 +637	+15%	+$165K	0.51%	64
2025 Q2	$1.05M	Buy	4,265 +326	+8%	+$72.6K	0.33%	83
2025 Q1	$831K	Buy	3,939 +61	+2%	+$14K	0.3%	82
2024 Q4	$912K	Buy	3,878 +870	+29%	+$200K	0.32%	77
2024 Q3	$662K	Buy	3,008 +1,357	+82%	+$289K	0.26%	83
2024 Q2	$354K	Buy	1,651 +45	+3%	+$8.97K	0.14%	93
2024 Q1	$313K	Buy	1,606 +57	+4%	+$10.7K	0.14%	87
2023 Q4	$271K	Buy	+1,549	New	+$254K	0.15%	68
2023 Q3	–	Sell	-1,565	Closed	-$248K	–	80
2023 Q2	$248K	Sell	1,565 -520	-25%	-$75.8K	0.19%	70
2023 Q1	$290K	Sell	2,085 -538	-21%	-$69.8K	0.26%	58
2022 Q4	$316K	Buy	+2,623	New	+$326K	0.24%	63

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

SMART Wealth's IWY Position: Q2 2026 in Review

SMART Wealth reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 4.2% in Q2 2026, selling an estimated $68.6K and leaving 5,515 shares worth $1.6M. The position accounts for 0.35% of the portfolio, ranked #95.

SMART Wealth first reported a position in IWY in Q4 2022 and has held it in 14 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

SMART Wealth held 5,515 shares of iShares Russell Top 200 Growth ETF worth $1.6M as of Q2 2026.
SMART Wealth sold 243 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $68.6K.
iShares Russell Top 200 Growth ETF made up 0.35% of SMART Wealth's portfolio in Q2 2026, its #95 holding.
SMART Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 14 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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