Waldron Private Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Waldron Private Wealth’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	$6.42M	Sell	22,078 -83	-0.4%	-$23.4K	0.22%	51
2026 Q1	$5.51M	Hold	22,161	–	–	0.22%	51
2025 Q4	$6.14M	Buy	22,161 +660	+3%	+$183K	0.24%	50
2025 Q3	$5.88M	Sell	21,501 -193	-0.9%	-$49.9K	0.24%	51
2025 Q2	$5.35M	Hold	21,694	–	–	0.23%	53
2025 Q1	$4.58M	Hold	21,694	–	–	0.22%	57
2024 Q4	$5.1M	Hold	21,694	–	–	0.21%	63
2024 Q3	$4.77M	Sell	21,694 -2,129	-9%	-$453K	0.2%	66
2024 Q2	$5.11M	Sell	23,823 -539	-2%	-$107K	0.23%	59
2024 Q1	$4.75M	Hold	24,362	–	–	0.21%	59
2023 Q4	$4.27M	Hold	24,362	–	–	0.2%	61
2023 Q3	$3.75M	Hold	24,362	–	–	0.2%	67
2023 Q2	$3.86M	Hold	24,362	–	–	0.19%	67
2023 Q1	$3.38M	Buy	24,362 +804	+3%	+$104K	0.16%	77
2022 Q4	$2.81M	Hold	23,558	–	–	0.17%	84
2022 Q3	$2.81M	Hold	23,558	–	–	0.17%	84
2022 Q2	$2.95M	Buy	23,558 +16,006	+212%	+$2.2M	0.17%	84
2022 Q1	$1.2M	Sell	7,552 -774	-9%	-$121K	0.06%	163
2021 Q4	$1.44M	Buy	8,326 +1,258	+18%	+$210K	0.07%	139
2021 Q3	$1.08M	Buy	+7,068	New	+$1.12M	0.06%	144

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

Waldron Private Wealth's IWY Position: Q2 2026 in Review

Waldron Private Wealth reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.37% in Q2 2026, selling an estimated $23.4K and leaving 22,078 shares worth $6.42M. The position accounts for 0.22% of the portfolio, ranked #51.

Waldron Private Wealth first reported a position in IWY in Q3 2021 and has held it in 20 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Waldron Private Wealth held 22,078 shares of iShares Russell Top 200 Growth ETF worth $6.42M as of Q2 2026.
Waldron Private Wealth sold 83 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $23.4K.
iShares Russell Top 200 Growth ETF made up 0.22% of Waldron Private Wealth's portfolio in Q2 2026, its #51 holding.
Waldron Private Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and has held it in 20 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.