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

Summit Trail 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 		$6.01M Hold
20,691
– – 0.08% 152
2026
Q1 		$5.15M Buy
20,691
+689
+3% +$183K 0.07% 166
2025
Q4 		$5.54M Buy
20,002
+660
+3% +$183K 0.1% 116
2025
Q3 		$5.29M Hold
19,342
– – 0.07% 139
2025
Q2 		$4.77M Buy
+19,342
New +$4.31M 0.08% 127
2024
Q4 		– Sell
-17,154
Closed -$3.77M – 581
2024
Q3 		$3.77M Buy
17,154
+355
+2% +$75.5K 0.09% 96
2024
Q2 		$3.6M Hold
16,799
– – 0.09% 91
2024
Q1 		$3.28M Buy
16,799
+9,791
+140% +$1.83M 0.09% 89
2023
Q4 		$1.23M Hold
7,008
– – 0.04% 142
2023
Q3 		$1.08M Sell
7,008
-273
-4% -$43.5K 0.04% 148
2023
Q2 		$1.15M Buy
7,281
+1,000
+16% +$146K 0.04% 149
2023
Q1 		$873K Buy
6,281
+1,038
+20% +$135K 0.04% 143
2022
Q4 		$632K Sell
5,243
-701
-12% -$87.1K 0.03% 151
2022
Q3 		$710K Sell
5,944
-375
-6% -$50.3K 0.04% 135
2022
Q2 		$791K Sell
6,319
-2,340
-27% -$321K 0.05% 142
2022
Q1 		$1.38M Buy
8,659
+250
+3% +$39K 0.11% 85
2021
Q4 		$1.46M Buy
8,409
+425
+5% +$70.8K 0.09% 108
2021
Q3 		$1.22M Hold
7,984
– – 0.09% 103
2021
Q2 		$1.2M Sell
7,984
-1,592
-17% -$228K 0.11% 93
2021
Q1 		$1.29M Buy
9,576
+1,105
+13% +$148K 0.14% 72
2020
Q4 		$1.13M Sell
8,471
-2,450
-22% -$309K 0.14% 70
2020
Q3 		$1.36M Sell
10,921
-404
-4% -$47.6K 0.26% 45
2020
Q2 		$1.21M Buy
11,325
+2,375
+27% +$233K 0.23% 44
2020
Q1 		$754K Buy
+8,950
New +$852K 0.2% 50

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 Trail Advisors's IWY Position: Q2 2026 in Review

Summit Trail Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 20,691 shares worth $6.01M. The position accounts for 0.08% of the portfolio, ranked #152.

Summit Trail Advisors first reported a position in IWY in Q1 2020 and has held it in 24 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Summit Trail Advisors held 20,691 shares of iShares Russell Top 200 Growth ETF worth $6.01M as of Q2 2026.
  • Summit Trail Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.08% of Summit Trail Advisors's portfolio in Q2 2026, its #152 holding.
  • Summit Trail Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2020 and has held it in 24 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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