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

Yoder 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	$701K	Hold	2,411	–	–	0.27%	61
2026 Q1	$600K	Hold	2,411	–	–	0.27%	61
2025 Q4	$668K	Hold	2,411	–	–	0.3%	59
2025 Q3	$660K	Hold	2,411	–	–	0.31%	58
2025 Q2	$594K	Hold	2,411	–	–	0.31%	59
2025 Q1	$509K	Hold	2,411	–	–	0.29%	62
2024 Q4	$567K	Hold	2,411	–	–	0.31%	58
2024 Q3	$531K	Hold	2,411	–	–	0.32%	57
2024 Q2	$517K	Hold	2,411	–	–	0.33%	55
2024 Q1	$470K	Hold	2,411	–	–	0.31%	59
2023 Q4	$422K	Buy	+2,411	New	+$396K	0.3%	59

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

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

Yoder Wealth Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 2,411 shares worth $701K. The position accounts for 0.27% of the portfolio, ranked #61.

Yoder Wealth Management first reported a position in IWY in Q4 2023 and has held it in 11 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Yoder Wealth Management held 2,411 shares of iShares Russell Top 200 Growth ETF worth $701K as of Q2 2026.
Yoder Wealth Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.27% of Yoder Wealth Management's portfolio in Q2 2026, its #61 holding.
Yoder Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 11 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.