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Stratos Investment Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Stratos Investment 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 		$1.77M Sell
6,102
-287
-4% -$81K 0.06% 149
2026
Q1 		$1.59M Sell
6,389
-21,834
-77% -$5.78M 0.06% 146
2025
Q4 		$7.82M Buy
28,223
+19,694
+231% +$5.46M 0.31% 71
2025
Q3 		$2.33M Sell
8,529
-17,496
-67% -$4.53M 0.1% 120
2025
Q2 		$6.42M Buy
+26,025
New +$5.79M 0.29% 70

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 19.28% 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

Stratos Investment Management's IWY Position: Q2 2026 in Review

Stratos Investment Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 4.5% in Q2 2026, selling an estimated $81K and leaving 6,102 shares worth $1.77M. The position accounts for 0.06% of the portfolio, ranked #149.

Stratos Investment Management first reported a position in IWY in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.82M in Q4 2025. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Stratos Investment Management held 6,102 shares of iShares Russell Top 200 Growth ETF worth $1.77M as of Q2 2026.
  • Stratos Investment Management sold 287 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $81K.
  • iShares Russell Top 200 Growth ETF made up 0.06% of Stratos Investment Management's portfolio in Q2 2026, its #149 holding.
  • Stratos Investment Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Stratos Investment Management's iShares Russell Top 200 Growth ETF position peaked at $7.82M in Q4 2025.
  • 687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.