Vestmark Advisory Solutions’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Vestmark Advisory Solutions’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	$958K	Buy	3,298 +1,022	+45%	+$289K	0.01%	969
2026 Q1	$566K	Sell	2,276 -22	-1%	-$5.83K	0.01%	1027
2025 Q4	$636K	Buy	2,298 +826	+56%	+$229K	0.01%	932
2025 Q3	$403K	Buy	+1,472	New	+$381K	0.01%	735

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

Vestmark Advisory Solutions's IWY Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares Russell Top 200 Growth ETF (IWY) stake by 45% in Q2 2026, buying an estimated $289K and bringing the position to 3,298 shares worth $958K. The position accounts for 0.01% of the portfolio, ranked #969.

Vestmark Advisory Solutions first reported a position in IWY in Q3 2025 and has held it in 4 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Vestmark Advisory Solutions held 3,298 shares of iShares Russell Top 200 Growth ETF worth $958K as of Q2 2026.
Vestmark Advisory Solutions bought 1,022 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $289K.
iShares Russell Top 200 Growth ETF made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #969 holding.
Vestmark Advisory Solutions first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 4 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.