TRUE Private Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

TRUE Private Wealth Advisors’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	$414K	Buy	1,424 +1	+0.1%	+$282	0.04%	195
2026 Q1	$354K	Buy	1,423 +1	+0.1%	+$265	0.03%	196
2025 Q4	$394K	Buy	1,422 +2	+0.1%	+$554	0.04%	186
2025 Q3	$389K	Buy	1,420 +1	+0.1%	+$259	0.04%	184
2025 Q2	$350K	Buy	1,419 +1	+0.1%	+$223	0.04%	188
2025 Q1	$299K	Buy	1,418 +2	+0.1%	+$460	0.04%	185
2024 Q4	$333K	Buy	1,416 +2	+0.1%	+$459	0.04%	170
2024 Q3	$311K	Sell	1,414 -256	-15%	-$54.5K	0.04%	166
2024 Q2	$358K	Buy	1,670 +1	+0.1%	+$199	0.04%	201
2024 Q1	$326K	Buy	1,669 +2	+0.1%	+$374	0.04%	223
2023 Q4	$292K	Buy	1,667 +7	+0.4%	+$1.15K	0.04%	224
2023 Q3	$255K	Hold	1,660	–	–	0.04%	216
2023 Q2	$263K	Buy	1,660 +3	+0.2%	+$438	0.04%	192
2023 Q1	$230K	Buy	+1,657	New	+$215K	0.03%	199

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

TRUE Private Wealth Advisors's IWY Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.07% in Q2 2026, buying an estimated $282 and bringing the position to 1,424 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #195.

TRUE Private Wealth Advisors first reported a position in IWY in Q1 2023 and has held it in 14 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

TRUE Private Wealth Advisors held 1,424 shares of iShares Russell Top 200 Growth ETF worth $414K as of Q2 2026.
TRUE Private Wealth Advisors bought 1 iShares Russell Top 200 Growth ETF share in Q2 2026, an estimated $282.
iShares Russell Top 200 Growth ETF made up 0.04% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #195 holding.
TRUE Private Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 14 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.