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Sound Income Strategies’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Sound Income Strategies’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 		$215K Sell
741
-12
-2% -$3.39K 0.01% 455
2026
Q1 		$189K Buy
753
+15
+2% +$3.97K 0.01% 430
2025
Q4 		$202K Buy
738
+287
+64% +$79.5K 0.01% 414
2025
Q3 		$125K Sell
451
-426
-49% -$110K 0.01% 366
2025
Q2 		$216K Buy
877
+139
+19% +$30.9K 0.01% 269
2025
Q1 		$156K Sell
738
-314
-30% -$72.2K 0.01% 325
2024
Q4 		$248K Sell
1,052
-125
-11% -$28.7K 0.02% 219
2024
Q3 		$259K Hold
1,177
– – 0.02% 208
2024
Q2 		$253K Sell
1,177
-241
-17% -$48K 0.02% 207
2024
Q1 		$277K Buy
1,418
+75
+6% +$14K 0.02% 185
2023
Q4 		$235K Sell
1,343
-369
-22% -$60.6K 0.02% 180
2023
Q3 		$263K Sell
1,712
-30
-2% -$4.79K 0.02% 140
2023
Q2 		$276K Sell
1,742
-239
-12% -$34.9K 0.03% 130
2023
Q1 		$275K Sell
1,981
-1,259
-39% -$163K 0.03% 130
2022
Q4 		$390K Sell
3,240
-184
-5% -$22.9K 0.05% 110
2022
Q3 		$409K Sell
3,424
-1,517
-31% -$204K 0.06% 104
2022
Q2 		$619K Sell
4,941
-630
-11% -$86.5K 0.08% 99
2022
Q1 		$885K Sell
5,571
-169
-3% -$26.3K 0.1% 91
2021
Q4 		$995K Sell
5,740
-125
-2% -$20.8K 0.12% 90
2021
Q3 		$895K Sell
5,865
-799
-12% -$126K 0.12% 91
2021
Q2 		$1M Buy
+6,664
New +$954K 0.14% 83

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

Sound Income Strategies's IWY Position: Q2 2026 in Review

Sound Income Strategies reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.6% in Q2 2026, selling an estimated $3.39K and leaving 741 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #455.

Sound Income Strategies first reported a position in IWY in Q2 2021 and has held it in 21 quarters since. The position peaked at $1M in Q2 2021. 555 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Sound Income Strategies held 741 shares of iShares Russell Top 200 Growth ETF worth $215K as of Q2 2026.
  • Sound Income Strategies sold 12 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $3.39K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #455 holding.
  • Sound Income Strategies first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Sound Income Strategies's iShares Russell Top 200 Growth ETF position peaked at $1M in Q2 2021.
  • 555 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.