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

Synergy Investment 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 		$5.81K Hold
20
– – ﹤0.01% 722
2026
Q1 		$4.98K Buy
+20
New +$5.3K ﹤0.01% 580
2025
Q1 		– Sell
-26
Closed -$6.12K – 632
2024
Q4 		$6.12K Buy
+26
New +$5.97K ﹤0.01% 431

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

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

Synergy Investment Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 20 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Synergy Investment Management first reported a position in IWY in Q4 2024 and has held it in 3 quarters since. The position peaked at $6.12K in Q4 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Synergy Investment Management held 20 shares of iShares Russell Top 200 Growth ETF worth $5.81K as of Q2 2026.
  • Synergy Investment Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #722 holding.
  • Synergy Investment Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's iShares Russell Top 200 Growth ETF position peaked at $6.12K in Q4 2024.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.