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

Valued 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	$86.3K	Buy	+297	New	+$83.9K	0.03%	77

Other funds holding IWY

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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

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

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

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Valued Wealth Advisors's IWY Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 297 shares worth $86.3K. The stake represents 0.03% of the portfolio and ranks #77 among its holdings.

207 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Valued Wealth Advisors held 297 shares of iShares Russell Top 200 Growth ETF worth $86.3K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Valued Wealth Advisors position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.03% of Valued Wealth Advisors's portfolio in Q2 2026, its #77 holding.
207 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.