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

Spire Wealth 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 		$256K Sell
879
-6,158
-88% -$1.74M 0.01% 718
2026
Q1 		$1.75M Sell
7,037
-3,088
-30% -$818K 0.06% 283
2025
Q4 		$2.8M Buy
10,125
+2,255
+29% +$625K 0.09% 194
2025
Q3 		$2.15M Buy
7,870
+270
+4% +$69.8K 0.07% 220
2025
Q2 		$1.87M Sell
7,600
-585
-7% -$130K 0.07% 247
2025
Q1 		$1.73M Sell
8,185
-1,503
-16% -$346K 0.06% 289
2024
Q4 		$2.28M Sell
9,688
-1,294
-12% -$297K 0.07% 229
2024
Q3 		$2.42M Sell
10,982
-15,134
-58% -$3.22M 0.08% 202
2024
Q2 		$5.6M Buy
26,116
+12,696
+95% +$2.53M 0.2% 105
2024
Q1 		$2.62M Buy
13,420
+871
+7% +$163K 0.05% 214
2023
Q4 		$2.28M Buy
12,549
+4,686
+60% +$769K 0.08% 219
2023
Q3 		$1.21M Sell
7,863
-4,442
-36% -$709K 0.05% 294
2023
Q2 		$1.95M Buy
12,305
+6,507
+112% +$949K 0.07% 237
2023
Q1 		$806K Buy
5,798
+5,352
+1,200% +$695K 0.03% 383
2022
Q4 		$54K Hold
446
– – ﹤0.01% 962
2022
Q3 		$53K Hold
446
– – ﹤0.01% 929
2022
Q2 		$56K Hold
446
– – ﹤0.01% 1250
2022
Q1 		$71K Sell
446
-116
-21% -$18.1K ﹤0.01% 1308
2021
Q4 		$97K Buy
562
+116
+26% +$19.3K ﹤0.01% 1416
2021
Q3 		$68K Hold
446
– – ﹤0.01% 1350
2021
Q2 		$67K Sell
446
-116
-21% -$16.6K ﹤0.01% 1361
2021
Q1 		$75K Buy
+562
New +$75.3K ﹤0.01% 1518

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
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Spire Wealth Management's IWY Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 88% in Q2 2026, selling an estimated $1.74M and leaving 879 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #718.

Spire Wealth Management first reported a position in IWY in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.6M in Q2 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Spire Wealth Management held 879 shares of iShares Russell Top 200 Growth ETF worth $256K as of Q2 2026.
  • Spire Wealth Management sold 6,158 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.74M.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #718 holding.
  • Spire Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $5.6M in Q2 2024.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.