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

Summit 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 		$5.48M Buy
18,865
+159
+0.8% +$44.9K 0.06% 319
2026
Q1 		$4.65M Buy
18,706
+2,138
+13% +$566K 0.06% 335
2025
Q4 		$4.59M Sell
16,568
-935
-5% -$259K 0.07% 287
2025
Q3 		$4.79M Sell
17,503
-109
-0.6% -$28.2K 0.07% 269
2025
Q2 		$4.34M Sell
17,612
-441
-2% -$98.2K 0.1% 178
2025
Q1 		$3.81M Buy
18,053
+378
+2% +$87K 0.11% 163
2024
Q4 		$4.16M Buy
+17,675
New +$4.06M 0.15% 125

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

Summit Financial's IWY Position: Q2 2026 in Review

Summit Financial increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.85% in Q2 2026, buying an estimated $44.9K and bringing the position to 18,865 shares worth $5.48M. The position accounts for 0.06% of the portfolio, ranked #319.

Summit Financial first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Summit Financial held 18,865 shares of iShares Russell Top 200 Growth ETF worth $5.48M as of Q2 2026.
  • Summit Financial bought 159 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $44.9K.
  • iShares Russell Top 200 Growth ETF made up 0.06% of Summit Financial's portfolio in Q2 2026, its #319 holding.
  • Summit Financial first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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