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

Veridan Wealth’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	$7.39M	Sell	29,679 -180	-0.6%	-$47.7K	2.73%	4
2025 Q4	$8.27M	Sell	29,859 -51	-0.2%	-$14.1K	2.78%	4
2025 Q3	$8.18M	Buy	+29,910	New	+$7.74M	2.82%	4
2025 Q1	$6.92M	Buy	32,797 +3,810	+13%	+$876K	3.13%	4
2024 Q4	$6.83M	Buy	+28,987	New	+$6.66M	3.2%	4
2024 Q2	$7.32M	Buy	+29,706	New	+$5.92M	2.94%	4

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Veridan Wealth's IWY Position: Q1 2026 in Review

Veridan Wealth reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.6% in Q1 2026, selling an estimated $47.7K and leaving 29,679 shares worth $7.39M. The position accounts for 2.73% of the portfolio, ranked #4.

Veridan Wealth first reported a position in IWY in Q2 2024 and has held it in 6 quarters since. The position peaked at $8.27M in Q4 2025. 640 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Veridan Wealth held 29,679 shares of iShares Russell Top 200 Growth ETF worth $7.39M as of Q1 2026.
Veridan Wealth sold 180 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $47.7K.
iShares Russell Top 200 Growth ETF made up 2.73% of Veridan Wealth's portfolio in Q1 2026, its #4 holding.
Veridan Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 6 quarters since.
Veridan Wealth's iShares Russell Top 200 Growth ETF position peaked at $8.27M in Q4 2025.
640 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.