Woodmont Investment Counsel’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Woodmont Investment Counsel’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	$535K	Hold	1,841	–	–	0.03%	192
2026 Q1	$458K	Hold	1,841	–	–	0.03%	195
2025 Q4	$510K	Hold	1,841	–	–	0.03%	181
2025 Q3	$504K	Hold	1,841	–	–	0.03%	178
2025 Q2	$454K	Buy	1,841 +54	+3%	+$12K	0.03%	204
2025 Q1	$377K	Hold	1,787	–	–	0.03%	213
2024 Q4	$420K	Hold	1,787	–	–	0.03%	198
2024 Q3	$393K	Buy	1,787 +1	+0.1%	+$213	0.03%	196
2024 Q2	$383K	Buy	+1,786	New	+$356K	0.03%	191

Other funds holding IWY

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Woodmont Investment Counsel's IWY Position: Q2 2026 in Review

Woodmont Investment Counsel held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,841 shares worth $535K. The position accounts for 0.03% of the portfolio, ranked #192.

Woodmont Investment Counsel first reported a position in IWY in Q2 2024 and has held it in 9 quarters since. 435 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Woodmont Investment Counsel held 1,841 shares of iShares Russell Top 200 Growth ETF worth $535K as of Q2 2026.
Woodmont Investment Counsel left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.03% of Woodmont Investment Counsel's portfolio in Q2 2026, its #192 holding.
Woodmont Investment Counsel first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 9 quarters since.
435 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.