Valmark Advisers’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Valmark Advisers’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	$25.6M	Sell	87,978 -17,956	-17%	-$5.07M	0.27%	55
2026 Q1	$26.4M	Buy	105,934 +3,344	+3%	+$886K	0.31%	55
2025 Q4	$28.4M	Sell	102,590 -1,717	-2%	-$476K	0.35%	48
2025 Q3	$28.5M	Buy	104,307 +544	+0.5%	+$141K	0.37%	45
2025 Q2	$25.6M	Buy	103,763 +1,862	+2%	+$414K	0.36%	44
2025 Q1	$21.5M	Sell	101,901 -1,598	-2%	-$368K	0.32%	47
2024 Q4	$24.4M	Buy	103,499 +10,391	+11%	+$2.39M	0.38%	41
2024 Q3	$20.5M	Sell	93,108 -768	-0.8%	-$163K	0.32%	49
2024 Q2	$20.1M	Sell	93,876 -1,075	-1%	-$214K	0.34%	44
2024 Q1	$18.5M	Buy	94,951 +5,895	+7%	+$1.1M	0.32%	48
2023 Q4	$15.6M	Sell	89,056 -14,653	-14%	-$2.41M	0.29%	47
2023 Q3	$16M	Buy	103,709 +4,864	+5%	+$776K	0.33%	47
2023 Q2	$15.7M	Buy	98,845 +7,410	+8%	+$1.08M	0.32%	46
2023 Q1	$12.7M	Buy	91,435 +2,219	+2%	+$288K	0.27%	50
2022 Q4	$10.8M	Buy	89,216 +27,710	+45%	+$3.44M	0.25%	52
2022 Q3	$7.35M	Sell	61,506 -804	-1%	-$108K	0.15%	52
2022 Q2	$7.8M	Buy	62,310 +10,059	+19%	+$1.38M	0.15%	54
2022 Q1	$8.3M	Buy	+52,251	New	+$8.15M	0.15%	54

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

Valmark Advisers's IWY Position: Q2 2026 in Review

Valmark Advisers reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 17% in Q2 2026, selling an estimated $5.07M and leaving 87,978 shares worth $25.6M. The position accounts for 0.27% of the portfolio, ranked #55.

Valmark Advisers first reported a position in IWY in Q1 2022 and has held it in 18 quarters since. The position peaked at $28.5M in Q3 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Valmark Advisers held 87,978 shares of iShares Russell Top 200 Growth ETF worth $25.6M as of Q2 2026.
Valmark Advisers sold 17,956 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $5.07M.
iShares Russell Top 200 Growth ETF made up 0.27% of Valmark Advisers's portfolio in Q2 2026, its #55 holding.
Valmark Advisers first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 18 quarters since.
Valmark Advisers's iShares Russell Top 200 Growth ETF position peaked at $28.5M in Q3 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.