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Stewardship Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Stewardship Advisors’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 		$1.23M Buy
4,243
+2
+0% +$565 0.26% 51
2026
Q1 		$1.06M Sell
4,241
-8
-0.2% -$2.12K 0.24% 54
2025
Q4 		$1.18M Buy
4,249
+21
+0.5% +$5.82K 0.27% 51
2025
Q3 		$1.16M Buy
4,228
+135
+3% +$34.9K 0.27% 51
2025
Q2 		$1.01M Hold
4,093
– – 0.26% 51
2025
Q1 		$863K Buy
4,093
+186
+5% +$42.8K 0.23% 54
2024
Q4 		$919K Sell
3,907
-310
-7% -$71.2K 0.25% 51
2024
Q3 		$928K Sell
4,217
-392
-9% -$83.4K 0.26% 49
2024
Q2 		$989K Sell
4,609
-3,981
-46% -$793K 0.33% 44
2024
Q1 		$1.68M Sell
8,590
-35,486
-81% -$6.63M 0.57% 39
2023
Q4 		$7.72M Buy
44,076
+2,366
+6% +$388K 2.78% 17
2023
Q3 		$6.42M Sell
41,710
-6,338
-13% -$1.01M 2.51% 18
2023
Q2 		$7.62M Sell
48,048
-9,741
-17% -$1.42M 2.87% 14
2023
Q1 		$8.03M Buy
57,789
+45,656
+376% +$5.93M 3.08% 11
2022
Q4 		$1.46M Sell
12,133
-4,267
-26% -$530K 0.59% 32
2022
Q3 		$1.96M Buy
16,400
+4,472
+37% +$600K 0.85% 28
2022
Q2 		$1.49M Buy
11,928
+1,320
+12% +$181K 0.63% 28
2022
Q1 		$1.69M Buy
+10,608
New +$1.65M 0.62% 28

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

Stewardship Advisors's IWY Position: Q2 2026 in Review

Stewardship Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.05% in Q2 2026, buying an estimated $565 and bringing the position to 4,243 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #51.

Stewardship Advisors first reported a position in IWY in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.03M in Q1 2023. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Stewardship Advisors held 4,243 shares of iShares Russell Top 200 Growth ETF worth $1.23M as of Q2 2026.
  • Stewardship Advisors bought 2 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $565.
  • iShares Russell Top 200 Growth ETF made up 0.26% of Stewardship Advisors's portfolio in Q2 2026, its #51 holding.
  • Stewardship Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Stewardship Advisors's iShares Russell Top 200 Growth ETF position peaked at $8.03M in Q1 2023.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.