Wealthspire Advisors (New York)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$664K	Buy	2,670 +593	+29%	+$157K	0.01%	495
2025 Q4	$575K	Buy	2,077 +343	+20%	+$95K	﹤0.01%	564
2025 Q3	$475K	Hold	1,734	–	–	﹤0.01%	551
2025 Q2	$427K	Hold	1,734	–	–	﹤0.01%	575
2025 Q1	$366K	Hold	1,734	–	–	﹤0.01%	589
2024 Q4	$408K	Sell	1,734 -135	-7%	-$31K	﹤0.01%	570
2024 Q3	$411K	Buy	+1,869	New	+$398K	﹤0.01%	543

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

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

Wealthspire Advisors (New York)'s IWY Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares Russell Top 200 Growth ETF (IWY) stake by 29% in Q1 2026, buying an estimated $157K and bringing the position to 2,670 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #495.

Wealthspire Advisors (New York) first reported a position in IWY in Q3 2024 and has held it in 7 quarters since. 641 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Wealthspire Advisors (New York) held 2,670 shares of iShares Russell Top 200 Growth ETF worth $664K as of Q1 2026.
Wealthspire Advisors (New York) bought 593 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $157K.
iShares Russell Top 200 Growth ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #495 holding.
Wealthspire Advisors (New York) first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 7 quarters since.
641 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.