Trademark Financial Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Trademark Financial 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	$708K	Buy	2,437 +1,396	+134%	+$394K	0.29%	57
2026 Q1	$259K	Buy	1,041 +17	+2%	+$4.5K	0.13%	93
2025 Q4	$284K	Buy	1,024 +65	+7%	+$18K	0.16%	86
2025 Q3	$262K	Sell	959 -2	-0.2%	-$517	0.15%	82
2025 Q2	$237K	Sell	961 -6	-0.6%	-$1.34K	0.14%	81
2025 Q1	$204K	Buy	+967	New	+$222K	0.16%	85
2024 Q4	–	Sell	-950	Closed	-$209K	–	97
2024 Q3	$209K	Buy	950 +4	+0.4%	+$851	0.17%	87
2024 Q2	$203K	Buy	+946	New	+$189K	0.17%	86

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

Trademark Financial Management's IWY Position: Q2 2026 in Review

Trademark Financial Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 134% in Q2 2026, buying an estimated $394K and bringing the position to 2,437 shares worth $708K. The position accounts for 0.29% of the portfolio, ranked #57.

Trademark Financial Management first reported a position in IWY in Q2 2024 and has held it in 8 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Trademark Financial Management held 2,437 shares of iShares Russell Top 200 Growth ETF worth $708K as of Q2 2026.
Trademark Financial Management bought 1,396 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $394K.
iShares Russell Top 200 Growth ETF made up 0.29% of Trademark Financial Management's portfolio in Q2 2026, its #57 holding.
Trademark Financial Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 8 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.