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

Stratos Wealth Partners’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 		$19.6M Buy
67,477
+11,378
+20% +$3.21M 0.2% 104
2026
Q1 		$14M Sell
56,099
-6,762
-11% -$1.79M 0.16% 137
2025
Q4 		$17.4M Buy
62,861
+15,612
+33% +$4.33M 0.2% 99
2025
Q3 		$12.9M Buy
47,249
+265
+0.6% +$68.6K 0.15% 131
2025
Q2 		$11.6M Buy
46,984
+3,528
+8% +$785K 0.16% 131
2025
Q1 		$9.17M Buy
43,456
+3,081
+8% +$709K 0.14% 147
2024
Q4 		$9.5M Buy
40,375
+86
+0.2% +$19.7K 0.13% 155
2024
Q3 		$8.87M Sell
40,289
-5,242
-12% -$1.12M 0.13% 163
2024
Q2 		$9.77M Sell
45,531
-29,271
-39% -$5.83M 0.16% 139
2024
Q1 		$14.6M Buy
74,802
+20,735
+38% +$3.88M 0.24% 85
2023
Q4 		$9.47M Buy
54,067
+997
+2% +$164K 0.18% 130
2023
Q3 		$8.16M Sell
53,070
-2,124
-4% -$339K 0.18% 130
2023
Q2 		$8.75M Buy
55,194
+20,401
+59% +$2.98M 0.2% 113
2023
Q1 		$4.83M Sell
34,793
-10,223
-23% -$1.33M 0.13% 165
2022
Q4 		$5.43M Sell
45,016
-3,315
-7% -$412K 0.14% 163
2022
Q3 		$5.78M Buy
48,331
+3,470
+8% +$466K 0.16% 134
2022
Q2 		$5.62M Buy
44,861
+8,427
+23% +$1.16M 0.14% 148
2022
Q1 		$5.79M Buy
36,434
+13,679
+60% +$2.13M 0.13% 163
2021
Q4 		$3.94M Buy
22,755
+251
+1% +$41.8K 0.09% 223
2021
Q3 		$3.44M Buy
22,504
+306
+1% +$48.3K 0.09% 230
2021
Q2 		$3.34M Buy
22,198
+1,645
+8% +$235K 0.08% 238
2021
Q1 		$2.77M Sell
20,553
-1,165
-5% -$156K 0.08% 238
2020
Q4 		$2.89M Sell
21,718
-10
-0% -$1.26K 0.09% 226
2020
Q3 		$2.64M Buy
21,728
+492
+2% +$58K 0.09% 227
2020
Q2 		$2.26M Buy
21,236
+8,161
+62% +$800K 0.08% 239
2020
Q1 		$1.1M Sell
13,075
-3,606
-22% -$343K 0.05% 307
2019
Q4 		$1.61M Buy
16,681
+227
+1% +$20.7K 0.06% 282
2019
Q3 		$1.43M Sell
16,454
-238
-1% -$20.8K 0.06% 293
2019
Q2 		$1.43M Buy
16,692
+1,063
+7% +$89.4K 0.06% 282
2019
Q1 		$1.28M Buy
15,629
+8,822
+130% +$689K 0.06% 302
2018
Q4 		$488K Sell
6,807
-1,911
-22% -$148K 0.03% 519
2018
Q3 		$745K Buy
8,718
+288
+3% +$23.8K 0.03% 404
2018
Q2 		$660K Buy
8,430
+21
+0.2% +$1.61K 0.03% 474
2018
Q1 		$620K Sell
8,409
-2,993
-26% -$228K 0.03% 477
2017
Q4 		$834K Buy
11,402
+462
+4% +$32.9K 0.04% 387
2017
Q3 		$742K Buy
10,940
+2,892
+36% +$192K 0.04% 396
2017
Q2 		$519K Sell
8,048
-38
-0.5% -$2.42K 0.03% 441
2017
Q1 		$498K Buy
+8,086
New +$483K 0.03% 422

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 Partners's IWY Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares Russell Top 200 Growth ETF (IWY) stake by 20% in Q2 2026, buying an estimated $3.21M and bringing the position to 67,477 shares worth $19.6M. The position accounts for 0.2% of the portfolio, ranked #104.

Stratos Wealth Partners first reported a position in IWY in Q1 2017 and has held it in 38 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Stratos Wealth Partners held 67,477 shares of iShares Russell Top 200 Growth ETF worth $19.6M as of Q2 2026.
  • Stratos Wealth Partners bought 11,378 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $3.21M.
  • iShares Russell Top 200 Growth ETF made up 0.2% of Stratos Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • Stratos Wealth Partners first reported a position in iShares Russell Top 200 Growth ETF in Q1 2017 and has held it in 38 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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