West Paces Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

West Paces Advisors’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	$83.1K	Buy	+286	New	+$80.8K	0.01%	228
2025 Q2	–	Sell	-286	Closed	-$60.3K	–	379
2025 Q1	$60.3K	Hold	286	–	–	0.01%	211
2024 Q4	$67.3K	Hold	286	–	–	0.02%	207
2024 Q3	$62.9K	Hold	286	–	–	0.02%	208
2024 Q2	$61.4K	Hold	286	–	–	0.02%	201
2024 Q1	$55.8K	Hold	286	–	–	0.01%	217
2023 Q4	$50.1K	Hold	286	–	–	0.01%	219
2023 Q3	$44K	Hold	286	–	–	0.01%	224
2023 Q2	$45.3K	Sell	286 -14	-5%	-$2.04K	0.01%	231
2023 Q1	$41.7K	Hold	300	–	–	0.01%	239
2022 Q4	$36.2K	Hold	300	–	–	0.01%	240
2022 Q3	$35.8K	Hold	300	–	–	0.01%	231
2022 Q2	$37.6K	Hold	300	–	–	0.01%	241
2022 Q1	$47.7K	Hold	300	–	–	0.01%	231
2021 Q4	$52K	Hold	300	–	–	0.02%	229
2021 Q3	$45.8K	Hold	300	–	–	0.02%	218
2021 Q2	$45.2K	Hold	300	–	–	0.02%	215
2021 Q1	$40.4K	Hold	300	–	–	0.02%	208
2020 Q4	$39.9K	Hold	300	–	–	0.02%	200
2020 Q3	$36.4K	Hold	300	–	–	0.02%	197
2020 Q2	$32K	Sell	300 -200	-40%	-$19.6K	0.02%	213
2020 Q1	$42.1K	Buy	+500	New	+$47.6K	0.03%	182

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

West Paces Advisors's IWY Position: Q2 2026 in Review

West Paces Advisors opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 286 shares worth $83.1K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in IWY as recently as Q1 2025.

West Paces Advisors first reported a position in IWY in Q1 2020 and has held it in 22 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

West Paces Advisors held 286 shares of iShares Russell Top 200 Growth ETF worth $83.1K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new West Paces Advisors position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.01% of West Paces Advisors's portfolio in Q2 2026, its #228 holding.
West Paces Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2020 and has held it in 22 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.