Wealth Enhancement Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Wealth Enhancement Advisory Services’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	$4.39M	Sell	15,097 -9,969	-40%	-$2.81M	0.01%	1091
2026 Q1	$6.29M	Sell	25,066 -14,387	-36%	-$3.81M	0.01%	787
2025 Q4	$10.9M	Sell	39,453 -606	-2%	-$168K	0.01%	662
2025 Q3	$11M	Sell	40,059 -2,616	-6%	-$677K	0.02%	619
2025 Q2	$10.6M	Sell	42,675 -4,682	-10%	-$1.04M	0.02%	609
2025 Q1	$9.99M	Buy	47,357 +5,285	+13%	+$1.22M	0.02%	577
2024 Q4	$9.9M	Buy	42,072 +306	+0.7%	+$70.3K	0.02%	559
2024 Q3	$9.19M	Buy	41,766 +29,058	+229%	+$6.18M	0.02%	536
2024 Q2	$2.73M	Buy	12,708 +85	+0.7%	+$16.9K	0.01%	878
2024 Q1	$2.46M	Buy	12,623 +481	+4%	+$89.9K	0.01%	875
2023 Q4	$2.13M	Buy	12,142 +859	+8%	+$141K	0.01%	874
2023 Q3	$1.74M	Buy	+11,283	New	+$1.8M	0.01%	906

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 Enhancement Advisory Services's IWY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 40% in Q2 2026, selling an estimated $2.81M and leaving 15,097 shares worth $4.39M. The position accounts for 0.01% of the portfolio, ranked #1091.

Wealth Enhancement Advisory Services first reported a position in IWY in Q3 2023 and has held it in 12 quarters since. The position peaked at $11M in Q3 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Wealth Enhancement Advisory Services held 15,097 shares of iShares Russell Top 200 Growth ETF worth $4.39M as of Q2 2026.
Wealth Enhancement Advisory Services sold 9,969 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $2.81M.
iShares Russell Top 200 Growth ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1091 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares Russell Top 200 Growth ETF position peaked at $11M in Q3 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.