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

Westco 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	$928K	Sell	3,192 -180	-5%	-$50.8K	0.56%	34
2026 Q1	$839K	Buy	3,372 +145	+4%	+$38.4K	0.54%	42
2025 Q4	$894K	Buy	+3,227	New	+$894K	0.55%	39

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

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

Westco Advisory Services reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 5.3% in Q2 2026, selling an estimated $50.8K and leaving 3,192 shares worth $928K. The position accounts for 0.56% of the portfolio, ranked #34.

Westco Advisory Services first reported a position in IWY in Q4 2025 and has held it in 3 quarters since. 680 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Westco Advisory Services held 3,192 shares of iShares Russell Top 200 Growth ETF worth $928K as of Q2 2026.
Westco Advisory Services sold 180 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $50.8K.
iShares Russell Top 200 Growth ETF made up 0.56% of Westco Advisory Services's portfolio in Q2 2026, its #34 holding.
Westco Advisory Services first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and has held it in 3 quarters since.
680 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.