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

Wealth Alliance’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	$265K	Sell	912 -22	-2%	-$6.21K	0.02%	487
2026 Q1	$232K	Sell	934 -17	-2%	-$4.5K	0.02%	499
2025 Q4	$264K	Sell	951 -3	-0.3%	-$831	0.03%	463
2025 Q3	$261K	Hold	954	–	–	0.03%	463
2025 Q2	$235K	Buy	+954	New	+$212K	0.03%	484
2025 Q1	–	Sell	-879	Closed	-$207K	–	537
2024 Q4	$207K	Buy	+879	New	+$202K	0.02%	472

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

Wealth Alliance's IWY Position: Q2 2026 in Review

Wealth Alliance reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.4% in Q2 2026, selling an estimated $6.21K and leaving 912 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #487.

Wealth Alliance first reported a position in IWY in Q4 2024 and has held it in 6 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Wealth Alliance held 912 shares of iShares Russell Top 200 Growth ETF worth $265K as of Q2 2026.
Wealth Alliance sold 22 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $6.21K.
iShares Russell Top 200 Growth ETF made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #487 holding.
Wealth Alliance first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 6 quarters since.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.