Sunbelt Securities’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Sunbelt Securities’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 Q1	$52.9K	Sell	213 -573	-73%	-$152K	﹤0.01%	1000
2025 Q4	$218K	Hold	786	–	–	0.01%	617
2025 Q3	$215K	Buy	786 +574	+271%	+$148K	0.01%	617
2025 Q2	$49.8K	Hold	212	–	–	﹤0.01%	934
2025 Q1	$44.7K	Hold	212	–	–	﹤0.01%	937
2024 Q4	$50.2K	Buy	212 +1	+0.5%	+$230	﹤0.01%	930
2024 Q3	$46.5K	Buy	+211	New	+$44.9K	﹤0.01%	959
2024 Q1	–	Sell	-5,391	Closed	-$945K	–	1769
2023 Q4	$945K	Buy	5,391 +2,828	+110%	+$464K	0.12%	184
2023 Q3	$394K	Buy	+2,563	New	+$409K	0.05%	341
2023 Q2	–	Sell	-100	Closed	-$13.7K	–	1729
2023 Q1	$13.7K	Buy	+100	New	+$13K	﹤0.01%	1045

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Sunbelt Securities's IWY Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 73% in Q1 2026, selling an estimated $152K and leaving 213 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Sunbelt Securities first reported a position in IWY in Q1 2023 and has held it in 10 quarters since. The position peaked at $945K in Q4 2023. 642 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Sunbelt Securities held 213 shares of iShares Russell Top 200 Growth ETF worth $52.9K as of Q1 2026.
Sunbelt Securities sold 573 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $152K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1000 holding.
Sunbelt Securities first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 10 quarters since.
Sunbelt Securities's iShares Russell Top 200 Growth ETF position peaked at $945K in Q4 2023.
642 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.