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

VestGen 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	$5.4M	Sell	18,585 -1,506	-7%	-$425K	0.16%	139
2026 Q1	$5.82M	Sell	20,091 -455	-2%	-$121K	0.15%	126
2025 Q4	$5.69M	Sell	20,546 -36,451	-64%	-$10.1M	0.24%	95
2025 Q3	$15.6M	Buy	56,997 +358	+0.6%	+$92.6K	0.52%	38
2025 Q2	$14.5M	Sell	56,639 -2,147	-4%	-$478K	0.58%	38
2025 Q1	$12.4M	Buy	+58,786	New	+$13.5M	0.56%	36

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

VestGen Advisors's IWY Position: Q2 2026 in Review

VestGen Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 7.5% in Q2 2026, selling an estimated $425K and leaving 18,585 shares worth $5.4M. The position accounts for 0.16% of the portfolio, ranked #139.

VestGen Advisors first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.6M in Q3 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

VestGen Advisors held 18,585 shares of iShares Russell Top 200 Growth ETF worth $5.4M as of Q2 2026.
VestGen Advisors sold 1,506 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $425K.
iShares Russell Top 200 Growth ETF made up 0.16% of VestGen Advisors's portfolio in Q2 2026, its #139 holding.
VestGen Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's iShares Russell Top 200 Growth ETF position peaked at $15.6M in Q3 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.