Tennessee Valley Asset Management Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Tennessee Valley Asset Management Partners’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	$529K	Sell	1,822 -367	-17%	-$104K	0.06%	129
2026 Q1	$545K	Sell	2,189 -1,009	-32%	-$267K	0.07%	109
2025 Q4	$886K	Sell	3,198 -243	-7%	-$67.3K	0.11%	85
2025 Q3	$942K	Buy	+3,441	New	+$890K	0.13%	83
2025 Q2	–	Sell	-3,912	Closed	-$825K	–	126
2025 Q1	$825K	Sell	3,912 -736	-16%	-$169K	0.13%	76
2024 Q4	$1.09M	Buy	4,648 +117	+3%	+$26.9K	0.18%	62
2024 Q3	$997K	Buy	4,531 +435	+11%	+$92.6K	0.17%	67
2024 Q2	$879K	Buy	+4,096	New	+$816K	0.16%	67
2024 Q1	–	Sell	-203	Closed	-$35.6K	–	426
2023 Q4	$35.6K	Buy	+203	New	+$33.3K	﹤0.01%	273

Other funds holding IWY

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Tennessee Valley Asset Management Partners's IWY Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 17% in Q2 2026, selling an estimated $104K and leaving 1,822 shares worth $529K. The position accounts for 0.06% of the portfolio, ranked #129.

Tennessee Valley Asset Management Partners first reported a position in IWY in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.09M in Q4 2024. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Tennessee Valley Asset Management Partners held 1,822 shares of iShares Russell Top 200 Growth ETF worth $529K as of Q2 2026.
Tennessee Valley Asset Management Partners sold 367 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $104K.
iShares Russell Top 200 Growth ETF made up 0.06% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #129 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 9 quarters since.
Tennessee Valley Asset Management Partners's iShares Russell Top 200 Growth ETF position peaked at $1.09M in Q4 2024.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.