1832 Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

1832 Asset 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 Q1	$335K	Hold	1,345	–	–	﹤0.01%	607
2025 Q4	$372K	Hold	1,345	–	–	﹤0.01%	646
2025 Q3	$368K	Hold	1,345	–	–	﹤0.01%	631
2025 Q2	$332K	Hold	1,345	–	–	﹤0.01%	626
2025 Q1	$284K	Buy	1,345 +195	+17%	+$44.9K	﹤0.01%	635
2024 Q4	$271K	Hold	1,150	–	–	﹤0.01%	630
2024 Q3	$253K	Hold	1,150	–	–	﹤0.01%	652
2024 Q2	$247K	Buy	+1,150	New	+$229K	﹤0.01%	637

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

1832 Asset Management's IWY Position: Q1 2026 in Review

1832 Asset Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2026 at 1,345 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

1832 Asset Management first reported a position in IWY in Q2 2024 and has held it in 8 quarters since. The position peaked at $372K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

1832 Asset Management held 1,345 shares of iShares Russell Top 200 Growth ETF worth $335K as of Q1 2026.
1832 Asset Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of 1832 Asset Management's portfolio in Q1 2026, its #607 holding.
1832 Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 8 quarters since.
1832 Asset Management's iShares Russell Top 200 Growth ETF position peaked at $372K in Q4 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.