Victory Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Victory Financial Group’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	$132M	Sell	453,284 -9,314	-2%	-$2.63M	13.82%	1
2026 Q1	$115M	Buy	462,598 +14,063	+3%	+$3.73M	14.14%	1
2025 Q4	$124M	Buy	448,535 +6,871	+2%	+$1.9M	15.62%	1
2025 Q3	$121M	Sell	441,664 -5,799	-1%	-$1.5M	16.62%	1
2025 Q2	$110M	Buy	447,463 +31,644	+8%	+$7.04M	17.5%	1
2025 Q1	$87.4M	Buy	415,819 +151,696	+57%	+$34.9M	16.78%	1
2024 Q4	$62.1M	Buy	+264,123	New	+$60.6M	16.33%	1
2024 Q2	$36.2M	Buy	168,789 +15,631	+10%	+$3.12M	16.94%	1
2024 Q1	$29.9M	Buy	153,158 +31,343	+26%	+$5.86M	17.69%	2
2023 Q4	$21.3M	Buy	+121,815	New	+$20M	14.43%	2

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

Victory Financial Group's IWY Position: Q2 2026 in Review

Victory Financial Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2% in Q2 2026, selling an estimated $2.63M and leaving 453,284 shares worth $132M. The position accounts for 13.82% of the portfolio, ranked #1.

Victory Financial Group first reported a position in IWY in Q4 2023 and has held it in 10 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Victory Financial Group held 453,284 shares of iShares Russell Top 200 Growth ETF worth $132M as of Q2 2026.
Victory Financial Group sold 9,314 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $2.63M.
iShares Russell Top 200 Growth ETF made up 13.82% of Victory Financial Group's portfolio in Q2 2026, its #1 holding.
Victory Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 10 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.