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

Valeo Financial 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	$209K	Buy	+721	New	+$204K	﹤0.01%	745
2019 Q3	–	Sell	-360	Closed	-$31K	–	1618
2019 Q2	$31K	Hold	360	–	–	﹤0.01%	730
2019 Q1	$30K	Hold	360	–	–	﹤0.01%	672
2018 Q4	$26K	Hold	360	–	–	﹤0.01%	633
2018 Q3	$28K	Hold	360	–	–	﹤0.01%	671
2018 Q2	$30K	Hold	360	–	–	﹤0.01%	652
2018 Q1	$27K	Buy	+360	New	+$27.4K	﹤0.01%	632

Other funds holding IWY

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Valeo Financial Advisors's IWY Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 721 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in IWY as recently as Q2 2019.

Valeo Financial Advisors first reported a position in IWY in Q1 2018 and has held it in 7 quarters since. 108 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Valeo Financial Advisors held 721 shares of iShares Russell Top 200 Growth ETF worth $209K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Valeo Financial Advisors position in Q2 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #745 holding.
Valeo Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2018 and has held it in 7 quarters since.
108 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.