Verum Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Verum Partners’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	$423K	Sell	1,454 -44	-3%	-$12.4K	0.06%	134
2026 Q1	$373K	Buy	1,498 +1	+0.1%	+$265	0.07%	126
2025 Q4	$415K	Buy	1,497 +2	+0.1%	+$554	0.08%	109
2025 Q3	$409K	Sell	1,495 -143	-9%	-$37K	0.09%	114
2025 Q2	$404K	Buy	1,638 +2	+0.1%	+$445	0.09%	112
2025 Q1	$345K	Buy	1,636 +2	+0.1%	+$460	0.09%	111
2024 Q4	$385K	Buy	1,634 +1	+0.1%	+$230	0.11%	105
2024 Q3	$359K	Buy	1,633 +3	+0.2%	+$638	0.11%	110
2024 Q2	$350K	Buy	+1,630	New	+$325K	0.11%	105

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Verum Partners's IWY Position: Q2 2026 in Review

Verum Partners reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.9% in Q2 2026, selling an estimated $12.4K and leaving 1,454 shares worth $423K. The position accounts for 0.06% of the portfolio, ranked #134.

Verum Partners first reported a position in IWY in Q2 2024 and has held it in 9 quarters since. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Verum Partners held 1,454 shares of iShares Russell Top 200 Growth ETF worth $423K as of Q2 2026.
Verum Partners sold 44 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $12.4K.
iShares Russell Top 200 Growth ETF made up 0.06% of Verum Partners's portfolio in Q2 2026, its #134 holding.
Verum Partners first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 9 quarters since.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.