JMBAI
IWY icon

J. M. Brown & Associates Inc.’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

J. M. Brown & Associates Inc.’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 		$728K Buy
+2,506
New +$708K 0.42% 74

Other funds holding IWY

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

J. M. Brown & Associates Inc.'s IWY Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 2,506 shares worth $728K. The stake represents 0.42% of the portfolio and ranks #74 among its holdings.

199 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • J. M. Brown & Associates Inc. held 2,506 shares of iShares Russell Top 200 Growth ETF worth $728K as of Q2 2026.
  • iShares Russell Top 200 Growth ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.42% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #74 holding.
  • 199 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.