Werba Rubin Papier Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Werba Rubin Papier Wealth Management’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	$1.46M	Buy	5,016 +5	+0.1%	+$1.41K	0.18%	76
2026 Q1	$1.25M	Sell	5,011 -13	-0.3%	-$3.44K	0.17%	70
2025 Q4	$1.39M	Hold	5,024	–	–	0.38%	49
2025 Q3	$1.37M	Hold	5,024	–	–	0.22%	59
2025 Q2	$1.24M	Hold	5,024	–	–	0.23%	63
2025 Q1	$1.06M	Hold	5,024	–	–	0.23%	65
2024 Q4	$1.18M	Hold	5,024	–	–	0.28%	53
2024 Q3	$1.11M	Sell	5,024 -1,207	-19%	-$257K	0.26%	57
2024 Q2	$1.34M	Hold	6,231	–	–	0.37%	44
2024 Q1	$1.22M	Buy	6,231 +1,207	+24%	+$226K	0.35%	40
2023 Q4	$880K	Hold	5,024	–	–	0.3%	41
2023 Q3	$773K	Hold	5,024	–	–	0.28%	47
2023 Q2	$797K	Hold	5,024	–	–	0.28%	45
2023 Q1	$698K	Hold	5,024	–	–	0.27%	48
2022 Q4	$606K	Buy	+5,024	New	+$624K	0.25%	41

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

Werba Rubin Papier Wealth Management's IWY Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.1% in Q2 2026, buying an estimated $1.41K and bringing the position to 5,016 shares worth $1.46M. The position accounts for 0.18% of the portfolio, ranked #76.

Werba Rubin Papier Wealth Management first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Werba Rubin Papier Wealth Management held 5,016 shares of iShares Russell Top 200 Growth ETF worth $1.46M as of Q2 2026.
Werba Rubin Papier Wealth Management bought 5 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.41K.
iShares Russell Top 200 Growth ETF made up 0.18% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #76 holding.
Werba Rubin Papier Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.