Synergy Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Synergy Asset Management’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	$471K	Sell	1,619 -467	-22%	-$132K	0.04%	165
2026 Q1	$519K	Sell	2,086 -195	-9%	-$51.7K	0.06%	152
2025 Q4	$632K	Sell	2,281 -185	-8%	-$51.3K	0.07%	117
2025 Q3	$675K	Buy	+2,466	New	+$638K	0.02%	193
2025 Q1	–	Sell	-49	Closed	-$10.8K	–	465
2024 Q4	$10.8K	Buy	+49	New	+$11.3K	﹤0.01%	455
2024 Q3	–	Sell	-11,488	Closed	-$2.46M	–	158
2024 Q2	$2.46M	Buy	+11,488	New	+$2.29M	0.39%	62

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

Synergy Asset Management's IWY Position: Q2 2026 in Review

Synergy Asset Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 22% in Q2 2026, selling an estimated $132K and leaving 1,619 shares worth $471K. The position accounts for 0.04% of the portfolio, ranked #165.

Synergy Asset Management first reported a position in IWY in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.46M in Q2 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Synergy Asset Management held 1,619 shares of iShares Russell Top 200 Growth ETF worth $471K as of Q2 2026.
Synergy Asset Management sold 467 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $132K.
iShares Russell Top 200 Growth ETF made up 0.04% of Synergy Asset Management's portfolio in Q2 2026, its #165 holding.
Synergy Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 6 quarters since.
Synergy Asset Management's iShares Russell Top 200 Growth ETF position peaked at $2.46M in Q2 2024.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.