United Advisor Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

United Advisor Group’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	$443K	Buy	1,525 +58	+4%	+$16.4K	0.05%	345
2026 Q1	$365K	Buy	1,467 +150	+11%	+$39.7K	0.05%	347
2025 Q4	$365K	Sell	1,317 -118	-8%	-$32.7K	0.05%	336
2025 Q3	$393K	Buy	1,435 +69	+5%	+$17.9K	0.05%	309
2025 Q2	$337K	Buy	1,366 +222	+19%	+$49.4K	0.06%	296
2025 Q1	$241K	Buy	1,144 +65	+6%	+$15K	0.05%	309
2024 Q4	$254K	Buy	1,079 +161	+18%	+$37K	0.05%	317
2024 Q3	$202K	Buy	+918	New	+$195K	0.05%	335

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

United Advisor Group's IWY Position: Q2 2026 in Review

United Advisor Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 4% in Q2 2026, buying an estimated $16.4K and bringing the position to 1,525 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #345.

United Advisor Group first reported a position in IWY in Q3 2024 and has held it in 8 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

United Advisor Group held 1,525 shares of iShares Russell Top 200 Growth ETF worth $443K as of Q2 2026.
United Advisor Group bought 58 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $16.4K.
iShares Russell Top 200 Growth ETF made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #345 holding.
United Advisor Group first reported a position in iShares Russell Top 200 Growth ETF in Q3 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 United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.