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Stephens Inc’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Stephens Inc’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 		$6.05M Buy
20,804
+469
+2% +$132K 0.07% 266
2026
Q1 		$5.06M Sell
20,335
-914
-4% -$242K 0.06% 284
2025
Q4 		$5.88M Buy
21,249
+1,243
+6% +$344K 0.07% 267
2025
Q3 		$5.47M Buy
20,006
+5,896
+42% +$1.53M 0.07% 271
2025
Q2 		$3.48M Buy
14,110
+8,193
+138% +$1.82M 0.05% 338
2025
Q1 		$1.25M Sell
5,917
-199
-3% -$45.8K 0.02% 568
2024
Q4 		$1.44M Sell
6,116
-360
-6% -$82.7K 0.02% 518
2024
Q3 		$1.43M Buy
6,476
+352
+6% +$74.9K 0.02% 519
2024
Q2 		$1.31M Buy
6,124
+1,050
+21% +$209K 0.02% 516
2024
Q1 		$990K Sell
5,074
-128
-2% -$23.9K 0.02% 578
2023
Q4 		$912K Buy
5,202
+868
+20% +$142K 0.02% 557
2023
Q3 		$667K Hold
4,334
– – 0.01% 632
2023
Q2 		$687K Buy
4,334
+2
+0% +$292 0.01% 643
2023
Q1 		$602K Buy
4,332
+3
+0.1% +$389 0.01% 661
2022
Q4 		$522K Sell
4,329
-247
-5% -$30.7K 0.01% 686
2022
Q3 		$547K Buy
4,576
+3
+0.1% +$403 0.01% 672
2022
Q2 		$573K Sell
4,573
-338
-7% -$46.4K 0.01% 683
2022
Q1 		$780K Buy
4,911
+248
+5% +$38.7K 0.01% 655
2021
Q4 		$808K Buy
4,663
+597
+15% +$99.5K 0.01% 694
2021
Q3 		$621K Buy
4,066
+54
+1% +$8.52K 0.01% 791
2021
Q2 		$604K Buy
4,012
+6
+0.1% +$859 0.01% 817
2021
Q1 		$539K Hold
4,006
– – 0.01% 814
2020
Q4 		$533K Buy
4,006
+711
+22% +$89.7K 0.01% 753
2020
Q3 		$400K Buy
3,295
+4
+0.1% +$471 0.01% 792
2020
Q2 		$351K Buy
+3,291
New +$323K 0.01% 796

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

Stephens Inc's IWY Position: Q2 2026 in Review

Stephens Inc increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.3% in Q2 2026, buying an estimated $132K and bringing the position to 20,804 shares worth $6.05M. The position accounts for 0.07% of the portfolio, ranked #266.

Stephens Inc first reported a position in IWY in Q2 2020 and has held it in 25 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Stephens Inc held 20,804 shares of iShares Russell Top 200 Growth ETF worth $6.05M as of Q2 2026.
  • Stephens Inc bought 469 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $132K.
  • iShares Russell Top 200 Growth ETF made up 0.07% of Stephens Inc's portfolio in Q2 2026, its #266 holding.
  • Stephens Inc first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.