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

Sowell Financial Services’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	$809K	Buy	2,785 +420	+18%	+$119K	0.03%	515
2026 Q1	$588K	Buy	2,365 +186	+9%	+$49.3K	0.02%	588
2025 Q4	$603K	Buy	2,179 +39	+2%	+$10.8K	0.02%	588
2025 Q3	$586K	Sell	2,140 -3,187	-60%	-$824K	0.02%	592
2025 Q2	$1.31M	Buy	5,327 +2,992	+128%	+$666K	0.05%	347
2025 Q1	$492K	Buy	+2,335	New	+$537K	0.02%	589
2021 Q2	–	Sell	-823	Closed	-$117K	–	1635
2021 Q1	$117K	Sell	823 -125	-13%	-$16.8K	﹤0.01%	1299
2020 Q4	$126K	Sell	948 -455	-32%	-$57.4K	0.01%	1062
2020 Q3	$170K	Sell	1,403 -236	-14%	-$27.8K	0.01%	786
2020 Q2	$175K	Buy	1,639 +36	+2%	+$3.53K	0.01%	767
2020 Q1	$135K	Buy	1,603 +1,370	+588%	+$130K	0.01%	763
2019 Q4	$23K	Sell	233 -27	-10%	-$2.46K	﹤0.01%	1386
2019 Q3	$23K	Buy	+260	New	+$22.7K	﹤0.01%	1230

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

Sowell Financial Services's IWY Position: Q2 2026 in Review

Sowell Financial Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 18% in Q2 2026, buying an estimated $119K and bringing the position to 2,785 shares worth $809K. The position accounts for 0.03% of the portfolio, ranked #515.

Sowell Financial Services first reported a position in IWY in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.31M in Q2 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Sowell Financial Services held 2,785 shares of iShares Russell Top 200 Growth ETF worth $809K as of Q2 2026.
Sowell Financial Services bought 420 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $119K.
iShares Russell Top 200 Growth ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #515 holding.
Sowell Financial Services first reported a position in iShares Russell Top 200 Growth ETF in Q3 2019 and has held it in 13 quarters since.
Sowell Financial Services's iShares Russell Top 200 Growth ETF position peaked at $1.31M in Q2 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.