Smartleaf Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Smartleaf Asset Management’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	$323K	Hold	1,130	–	–	0.01%	667
2026 Q1	$271K	Sell	1,130 -335	-23%	-$88.8K	0.01%	689
2025 Q4	$409K	Buy	1,465 +82	+6%	+$22.7K	0.02%	576
2025 Q3	$376K	Buy	1,383 +40	+3%	+$10.3K	0.02%	549
2025 Q2	$329K	Buy	1,343 +88	+7%	+$19.6K	0.03%	457
2025 Q1	$264K	Hold	1,255	–	–	0.03%	494
2024 Q4	$298K	Hold	1,255	–	–	0.03%	439
2024 Q3	$274K	Hold	1,255	–	–	0.03%	411
2024 Q2	$271K	Buy	+1,255	New	+$250K	0.04%	325

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

Smartleaf Asset Management's IWY Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,130 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #667.

Smartleaf Asset Management first reported a position in IWY in Q2 2024 and has held it in 9 quarters since. The position peaked at $409K in Q4 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Smartleaf Asset Management held 1,130 shares of iShares Russell Top 200 Growth ETF worth $323K as of Q2 2026.
Smartleaf Asset Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #667 holding.
Smartleaf Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's iShares Russell Top 200 Growth ETF position peaked at $409K in Q4 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.