Western Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Western 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	$2.33M	Sell	8,002 -831	-9%	-$235K	0.08%	273
2026 Q1	$2.2M	Buy	8,833 +595	+7%	+$158K	0.08%	261
2025 Q4	$2.28M	Buy	8,238 +284	+4%	+$78.7K	0.11%	198
2025 Q3	$2.18M	Buy	7,954 +137	+2%	+$35.4K	0.11%	170
2025 Q2	$1.93M	Sell	7,817 -95	-1%	-$21.1K	0.11%	169
2025 Q1	$1.67M	Buy	7,912 +74	+0.9%	+$17K	0.11%	184
2024 Q4	$1.84M	Buy	7,838 +225	+3%	+$51.7K	0.1%	208
2024 Q3	$1.68M	Buy	7,613 +331	+5%	+$70.4K	0.1%	218
2024 Q2	$1.56M	Buy	7,282 +229	+3%	+$45.6K	0.12%	160
2024 Q1	$1.38M	Sell	7,053 -278	-4%	-$52K	0.11%	180
2023 Q4	$1.28M	Sell	7,331 -671	-8%	-$110K	0.09%	229
2023 Q3	$1.23M	Sell	8,002 -788	-9%	-$126K	0.1%	211
2023 Q2	$1.39M	Buy	8,790 +483	+6%	+$70.4K	0.12%	177
2023 Q1	$1.15M	Sell	8,307 -270	-3%	-$35.1K	0.11%	206
2022 Q4	$1.03M	Sell	8,577 -8,035	-48%	-$999K	0.11%	213
2022 Q3	$1.98M	Buy	16,612 +2,332	+16%	+$313K	0.11%	184
2022 Q2	$1.79M	Sell	14,280 -1,234	-8%	-$169K	0.1%	199
2022 Q1	$2.46M	Buy	15,514 +4,375	+39%	+$682K	0.12%	175
2021 Q4	$1.93M	Buy	+11,139	New	+$1.86M	0.19%	122
2021 Q2	$1.46M	Buy	9,663 +462	+5%	+$66.1K	0.15%	151
2021 Q1	$1.24M	Buy	9,201 +22	+0.2%	+$2.95K	0.17%	138
2020 Q4	$1.22M	Buy	9,179 +876	+11%	+$110K	0.18%	134
2020 Q3	$1.01M	Buy	8,303 +839	+11%	+$98.8K	0.16%	140
2020 Q2	$796K	Buy	7,464 +1,022	+16%	+$100K	0.14%	156
2020 Q1	$543K	Buy	6,442 +286	+5%	+$27.2K	0.12%	177
2019 Q4	$595K	Buy	6,156 +177	+3%	+$16.2K	0.09%	213
2019 Q3	$516K	Sell	5,979 -290	-5%	-$25.3K	0.11%	208
2019 Q2	$534K	Sell	6,269 -129	-2%	-$10.9K	0.07%	212
2019 Q1	$524K	Sell	6,398 -3,760	-37%	-$294K	0.12%	200
2018 Q4	$729K	Buy	+10,158	New	+$786K	0.2%	132

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

Western Wealth Management's IWY Position: Q2 2026 in Review

Western Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 9.4% in Q2 2026, selling an estimated $235K and leaving 8,002 shares worth $2.33M. The position accounts for 0.08% of the portfolio, ranked #273.

Western Wealth Management first reported a position in IWY in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.46M in Q1 2022. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Western Wealth Management held 8,002 shares of iShares Russell Top 200 Growth ETF worth $2.33M as of Q2 2026.
Western Wealth Management sold 831 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $235K.
iShares Russell Top 200 Growth ETF made up 0.08% of Western Wealth Management's portfolio in Q2 2026, its #273 holding.
Western Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $2.46M in Q1 2022.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.