MW ADVISORY, LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

MW ADVISORY, LLC’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	$266K	Buy	+915	New	+$258K	0.11%	115

Other funds holding IWY

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AWM

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

MW ADVISORY, LLC's IWY Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 915 shares worth $266K. The stake represents 0.11% of the portfolio and ranks #115 among its holdings.

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

MW ADVISORY, LLC held 915 shares of iShares Russell Top 200 Growth ETF worth $266K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new MW ADVISORY, LLC position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.11% of MW ADVISORY, LLC's portfolio in Q2 2026, its #115 holding.
435 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.