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

Strategic Financial Concepts’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	$1.41M	Sell	4,853 -2,039	-30%	-$576K	0.42%	63
2026 Q1	$1.71M	Buy	6,892 +2,334	+51%	+$618K	0.42%	61
2025 Q4	$1.26M	Buy	4,558 +2,357	+107%	+$653K	1.15%	26
2025 Q3	$602K	Sell	2,201 -182	-8%	-$47.1K	0.09%	119
2025 Q2	$587K	Sell	2,383 -4,695	-66%	-$1.05M	0.08%	129
2025 Q1	$1.49M	Sell	7,078 -2,078	-23%	-$478K	0.28%	74
2024 Q4	$2.15M	Buy	9,156 +7,887	+622%	+$1.81M	0.41%	60
2024 Q3	$279K	Sell	1,269 -5,011	-80%	-$1.07M	0.09%	186
2024 Q2	$1.35M	Sell	6,280 -1,101	-15%	-$219K	0.78%	38
2024 Q1	$1.44M	Buy	7,381 +2,006	+37%	+$375K	0.35%	68
2023 Q4	$942K	Sell	5,375 -1,302	-19%	-$214K	0.56%	52
2023 Q3	$1.03M	Buy	6,677 +40	+0.6%	+$6.38K	0.35%	68
2023 Q2	$1.05M	Sell	6,637 -513	-7%	-$74.8K	0.39%	68
2023 Q1	$993K	Buy	+7,150	New	+$928K	0.4%	64

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

Strategic Financial Concepts's IWY Position: Q2 2026 in Review

Strategic Financial Concepts reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 30% in Q2 2026, selling an estimated $576K and leaving 4,853 shares worth $1.41M. The position accounts for 0.42% of the portfolio, ranked #63.

Strategic Financial Concepts first reported a position in IWY in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.15M in Q4 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Strategic Financial Concepts held 4,853 shares of iShares Russell Top 200 Growth ETF worth $1.41M as of Q2 2026.
Strategic Financial Concepts sold 2,039 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $576K.
iShares Russell Top 200 Growth ETF made up 0.42% of Strategic Financial Concepts's portfolio in Q2 2026, its #63 holding.
Strategic Financial Concepts first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Strategic Financial Concepts's iShares Russell Top 200 Growth ETF position peaked at $2.15M in Q4 2024.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.