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

SVB Wealth’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	$85.5M	Buy	294,116 +21,685	+8%	+$6.12M	5.39%	2
2026 Q1	$67.8M	Sell	272,431 -30,024	-10%	-$7.95M	4.47%	2
2025 Q4	$83.8M	Sell	302,455 -19,541	-6%	-$5.41M	4.94%	2
2025 Q3	$88.1M	Sell	321,996 -610	-0.2%	-$158K	4.74%	3
2025 Q2	$79.5M	Buy	+322,606	New	+$71.8M	4.26%	3
2025 Q1	–	Sell	-459,585	Closed	-$108M	–	1648
2024 Q4	$108M	Buy	459,585 +325,623	+243%	+$74.8M	2.02%	4
2024 Q3	$29.5M	Sell	133,962 -200,810	-60%	-$42.7M	25.08%	1
2024 Q2	$71.8M	Buy	334,772 +59,054	+21%	+$11.8M	1.78%	7
2024 Q1	$53.8M	Buy	275,718 +133,398	+94%	+$24.9M	1.2%	12
2023 Q4	$24.9M	Buy	142,320 +136,652	+2,411%	+$22.4M	0.61%	32
2023 Q3	$872K	Buy	+5,668	New	+$904K	0.02%	338
2022 Q1	–	Sell	-200	Closed	-$34K	–	818
2021 Q4	$34K	Buy	+200	New	+$33.3K	﹤0.01%	770

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

SVB Wealth's IWY Position: Q2 2026 in Review

SVB Wealth increased its iShares Russell Top 200 Growth ETF (IWY) stake by 8% in Q2 2026, buying an estimated $6.12M and bringing the position to 294,116 shares worth $85.5M. The position accounts for 5.39% of the portfolio, ranked #2.

SVB Wealth first reported a position in IWY in Q4 2021 and has held it in 12 quarters since. The position peaked at $108M in Q4 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

SVB Wealth held 294,116 shares of iShares Russell Top 200 Growth ETF worth $85.5M as of Q2 2026.
SVB Wealth bought 21,685 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $6.12M.
iShares Russell Top 200 Growth ETF made up 5.39% of SVB Wealth's portfolio in Q2 2026, its #2 holding.
SVB Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 12 quarters since.
SVB Wealth's iShares Russell Top 200 Growth ETF position peaked at $108M in Q4 2024.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.