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

Stratos Wealth 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 		$3.18M Sell
10,925
-22
-0.2% -$6.21K 0.17% 125
2026
Q1 		$2.72M Buy
10,947
+451
+4% +$119K 0.17% 126
2025
Q4 		$2.91M Buy
10,496
+249
+2% +$69K 0.14% 161
2025
Q3 		$2.8M Buy
10,247
+381
+4% +$98.6K 0.13% 162
2025
Q2 		$2.43M Buy
9,866
+1,672
+20% +$372K 0.13% 167
2025
Q1 		$1.73M Buy
8,194
+2,435
+42% +$560K 0.09% 217
2024
Q4 		$1.36M Sell
5,759
-302
-5% -$69.3K 0.06% 286
2024
Q3 		$1.33M Buy
6,061
+784
+15% +$167K 0.06% 305
2024
Q2 		$1.13M Buy
5,277
+263
+5% +$52.4K 0.06% 312
2024
Q1 		$978K Sell
5,014
-625
-11% -$117K 0.06% 330
2023
Q4 		$988K Sell
5,639
-190
-3% -$31.2K 0.06% 331
2023
Q3 		$897K Sell
5,829
-24
-0.4% -$3.83K 0.06% 325
2023
Q2 		$928K Sell
5,853
-318
-5% -$46.4K 0.07% 322
2023
Q1 		$857K Buy
6,171
+706
+13% +$91.7K 0.07% 319
2022
Q4 		$659K Sell
5,465
-145
-3% -$18K 0.05% 356
2022
Q3 		$670K Sell
5,610
-1,056
-16% -$142K 0.07% 306
2022
Q2 		$835K Buy
6,666
+86
+1% +$11.8K 0.08% 293
2022
Q1 		$1.04M Buy
+6,580
New +$1.03M 0.08% 268

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

Stratos Wealth Advisors's IWY Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.2% in Q2 2026, selling an estimated $6.21K and leaving 10,925 shares worth $3.18M. The position accounts for 0.17% of the portfolio, ranked #125.

Stratos Wealth Advisors first reported a position in IWY in Q1 2022 and has held it in 18 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Stratos Wealth Advisors held 10,925 shares of iShares Russell Top 200 Growth ETF worth $3.18M as of Q2 2026.
  • Stratos Wealth Advisors sold 22 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $6.21K.
  • iShares Russell Top 200 Growth ETF made up 0.17% of Stratos Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • Stratos Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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