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Triad Wealth Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Triad Wealth 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 		$793K Sell
2,811
-5,703
-67% -$1.61M 0.05% 236
2026
Q1 		$2.12M Buy
8,514
+6,318
+288% +$1.67M 0.17% 98
2025
Q4 		$608K Buy
+2,196
New +$608K 0.06% 229
2024
Q3 		– Sell
-311
Closed -$66.7K – 478
2024
Q2 		$66.7K Buy
+311
New +$62K 0.04% 187

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

Triad Wealth Partners's IWY Position: Q2 2026 in Review

Triad Wealth Partners reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 67% in Q2 2026, selling an estimated $1.61M and leaving 2,811 shares worth $793K. The position accounts for 0.05% of the portfolio, ranked #236.

Triad Wealth Partners first reported a position in IWY in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.12M in Q1 2026. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Triad Wealth Partners held 2,811 shares of iShares Russell Top 200 Growth ETF worth $793K as of Q2 2026.
  • Triad Wealth Partners sold 5,703 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.61M.
  • iShares Russell Top 200 Growth ETF made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #236 holding.
  • Triad Wealth Partners first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's iShares Russell Top 200 Growth ETF position peaked at $2.12M in Q1 2026.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.