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TruWealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

TruWealth 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
Q1 		$1.28M Buy
5,130
+106
+2% +$28.1K 0.06% 90
2025
Q4 		$1.39M Buy
5,024
+18
+0.4% +$4.99K 0.07% 87
2025
Q3 		$1.37M Hold
5,006
– – 0.07% 83
2025
Q2 		$1.23M Buy
5,006
+814
+19% +$181K 0.07% 83
2025
Q1 		$884K Buy
4,192
+449
+12% +$103K 0.05% 85
2024
Q4 		$881K Buy
3,743
+640
+21% +$147K 0.05% 84
2024
Q3 		$683K Buy
3,103
+309
+11% +$65.8K 0.04% 94
2024
Q2 		$599K Buy
2,794
+180
+7% +$35.9K 0.04% 94
2024
Q1 		$510K Buy
2,614
+243
+10% +$45.4K 0.04% 102
2023
Q4 		$415K Buy
2,371
+176
+8% +$28.9K 0.03% 101
2023
Q3 		$338K Buy
2,195
+246
+13% +$39.2K 0.03% 103
2023
Q2 		$309K Hold
1,949
– – 0.03% 107
2023
Q1 		$271K Buy
+1,949
New +$253K 0.02% 126

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
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TruWealth Advisors's IWY Position: Q1 2026 in Review

TruWealth Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.1% in Q1 2026, buying an estimated $28.1K and bringing the position to 5,130 shares worth $1.28M. The position accounts for 0.06% of the portfolio, ranked #90.

TruWealth Advisors first reported a position in IWY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.39M in Q4 2025. 642 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • TruWealth Advisors held 5,130 shares of iShares Russell Top 200 Growth ETF worth $1.28M as of Q1 2026.
  • TruWealth Advisors bought 106 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $28.1K.
  • iShares Russell Top 200 Growth ETF made up 0.06% of TruWealth Advisors's portfolio in Q1 2026, its #90 holding.
  • TruWealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • TruWealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $1.39M in Q4 2025.
  • 642 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.