Stifel Financial
IWY icon

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

Stifel Financial’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 		$8.23M Buy
28,318
+1,180
+4% +$333K 0.01% 1134
2026
Q1 		$6.75M Buy
27,138
+293
+1% +$77.6K 0.01% 1167
2025
Q4 		$7.43M Sell
26,845
-223
-0.8% -$61.8K 0.01% 1114
2025
Q3 		$7.41M Sell
27,068
-270
-1% -$69.8K 0.01% 1089
2025
Q2 		$6.74M Buy
27,338
+9,629
+54% +$2.14M 0.01% 1089
2025
Q1 		$3.74M Buy
17,709
+152
+0.9% +$35K ﹤0.01% 1352
2024
Q4 		$4.13M Buy
17,557
+1,719
+11% +$395K ﹤0.01% 1315
2024
Q3 		$3.49M Sell
15,838
-975
-6% -$207K ﹤0.01% 1416
2024
Q2 		$3.61M Buy
16,813
+1,364
+9% +$272K ﹤0.01% 1331
2024
Q1 		$3.01M Buy
15,449
+1,009
+7% +$189K ﹤0.01% 1443
2023
Q4 		$2.53M Buy
14,440
+30
+0.2% +$4.92K ﹤0.01% 1505
2023
Q3 		$2.22M Buy
14,410
+846
+6% +$135K ﹤0.01% 1522
2023
Q2 		$2.15M Sell
13,564
-318
-2% -$46.4K ﹤0.01% 1572
2023
Q1 		$1.93M Sell
13,882
-5,772
-29% -$749K ﹤0.01% 1593
2022
Q4 		$2.37M Buy
19,654
+5,551
+39% +$690K ﹤0.01% 1395
2022
Q3 		$1.69M Buy
14,103
+2,004
+17% +$269K ﹤0.01% 1595
2022
Q2 		$1.51M Buy
12,099
+241
+2% +$33.1K ﹤0.01% 1692
2022
Q1 		$1.88M Buy
11,858
+4,038
+52% +$629K ﹤0.01% 1657
2021
Q4 		$1.35M Buy
7,820
+1,383
+21% +$230K ﹤0.01% 1896
2021
Q3 		$983K Buy
6,437
+350
+6% +$55.2K ﹤0.01% 2120
2021
Q2 		$917K Buy
6,087
+1,186
+24% +$170K ﹤0.01% 2168
2021
Q1 		$660K Buy
4,901
+273
+6% +$36.6K ﹤0.01% 2302
2020
Q4 		$615K Buy
4,628
+289
+7% +$36.4K ﹤0.01% 2192
2020
Q3 		$527K Buy
4,339
+565
+15% +$66.6K ﹤0.01% 2060
2020
Q2 		$402K Buy
3,774
+609
+19% +$59.7K ﹤0.01% 2181
2020
Q1 		$267K Buy
3,165
+943
+42% +$89.8K ﹤0.01% 2252
2019
Q4 		$215K Buy
+2,222
New +$203K ﹤0.01% 2727
2019
Q3 		– Sell
-18,297
Closed -$1.57M – 2915
2019
Q2 		$1.57M Buy
+18,297
New +$1.54M ﹤0.01% 1501

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

Stifel Financial's IWY Position: Q2 2026 in Review

Stifel Financial increased its iShares Russell Top 200 Growth ETF (IWY) stake by 4.3% in Q2 2026, buying an estimated $333K and bringing the position to 28,318 shares worth $8.23M. The position accounts for 0.01% of the portfolio, ranked #1134.

Stifel Financial first reported a position in IWY in Q2 2019 and has held it in 28 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Stifel Financial held 28,318 shares of iShares Russell Top 200 Growth ETF worth $8.23M as of Q2 2026.
  • Stifel Financial bought 1,180 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $333K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1134 holding.
  • Stifel Financial first reported a position in iShares Russell Top 200 Growth ETF in Q2 2019 and has held it in 28 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.