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

WJ 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 		$2.88M Sell
9,901
-7,935
-44% -$2.24M 1.14% 24
2026
Q1 		$4.44M Sell
17,836
-2,466
-12% -$653K 2.08% 17
2025
Q4 		$5.62M Sell
20,302
-21
-0.1% -$5.82K 2.46% 15
2025
Q3 		$5.78M Sell
20,323
-9,500
-32% -$2.46M 2.54% 15
2025
Q2 		$7.35M Sell
29,823
-1,322
-4% -$294K 2.32% 16
2025
Q1 		$6.57M Sell
31,145
-36,880
-54% -$8.48M 2.32% 15
2024
Q4 		$16M Sell
68,025
-475
-0.7% -$109K 5.51% 5
2024
Q3 		$15.1M Buy
68,500
+399
+0.6% +$84.9K 5.31% 5
2024
Q2 		$14.6M Buy
68,101
+3,502
+5% +$698K 5.31% 6
2024
Q1 		$12.6M Sell
64,599
-52
-0.1% -$9.72K 5.01% 5
2023
Q4 		$11.3M Buy
64,651
+30,850
+91% +$5.06M 4.92% 6
2023
Q3 		$5.2M Sell
33,801
-45,090
-57% -$7.19M 2.53% 11
2023
Q2 		$12.5M Buy
78,891
+22,666
+40% +$3.31M 5.92% 8
2023
Q1 		$7.81M Buy
+56,225
New +$7.3M 5.28% 8

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

WJ Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 44% in Q2 2026, selling an estimated $2.24M and leaving 9,901 shares worth $2.88M. The position accounts for 1.14% of the portfolio, ranked #24.

WJ Wealth Management first reported a position in IWY in Q1 2023 and has held it in 14 quarters since. The position peaked at $16M in Q4 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • WJ Wealth Management held 9,901 shares of iShares Russell Top 200 Growth ETF worth $2.88M as of Q2 2026.
  • WJ Wealth Management sold 7,935 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $2.24M.
  • iShares Russell Top 200 Growth ETF made up 1.14% of WJ Wealth Management's portfolio in Q2 2026, its #24 holding.
  • WJ Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • WJ Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $16M in Q4 2024.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.