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Smith Shellnut Wilson’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Smith Shellnut Wilson’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 		$607K Buy
2,090
+509
+32% +$144K 0.23% 75
2026
Q1 		$393K Sell
1,581
-602
-28% -$159K 0.17% 93
2025
Q4 		$605K Buy
+2,183
New +$605K 0.23% 69

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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Smith Shellnut Wilson's IWY Position: Q2 2026 in Review

Smith Shellnut Wilson increased its iShares Russell Top 200 Growth ETF (IWY) stake by 32% in Q2 2026, buying an estimated $144K and bringing the position to 2,090 shares worth $607K. The position accounts for 0.23% of the portfolio, ranked #75.

Smith Shellnut Wilson first reported a position in IWY in Q4 2025 and has held it in 3 quarters since. 589 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Smith Shellnut Wilson held 2,090 shares of iShares Russell Top 200 Growth ETF worth $607K as of Q2 2026.
  • Smith Shellnut Wilson bought 509 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $144K.
  • iShares Russell Top 200 Growth ETF made up 0.23% of Smith Shellnut Wilson's portfolio in Q2 2026, its #75 holding.
  • Smith Shellnut Wilson first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 589 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.