American Trust’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

American Trust’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	$719K	Buy	2,473 +32	+1%	+$9.04K	0.06%	134
2026 Q1	$607K	Buy	2,441 +109	+5%	+$28.9K	0.05%	142
2025 Q4	$646K	Sell	2,332 -121	-5%	-$33.5K	0.05%	145
2025 Q3	$671K	Buy	2,453 +35	+1%	+$9.05K	0.06%	145
2025 Q2	$596K	Buy	+2,418	New	+$538K	0.06%	143
2025 Q1	–	Sell	-9,308	Closed	-$2.19M	–	213
2024 Q4	$2.19M	Buy	+9,308	New	+$2.14M	0.17%	84
2024 Q1	–	Sell	-11,368	Closed	-$1.99M	–	301
2023 Q4	$1.99M	Buy	11,368 +4,985	+78%	+$818K	0.15%	80
2023 Q3	$982K	Buy	6,383 +50	+0.8%	+$7.97K	0.08%	99
2023 Q2	$1M	Sell	6,333 -2,117	-25%	-$309K	0.07%	134
2023 Q1	$898K	Buy	8,450 +36	+0.4%	+$4.67K	0.06%	141
2022 Q4	$886K	Buy	+8,414	New	+$1.05M	0.08%	139

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

American Trust's IWY Position: Q2 2026 in Review

American Trust increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.3% in Q2 2026, buying an estimated $9.04K and bringing the position to 2,473 shares worth $719K. The position accounts for 0.06% of the portfolio, ranked #134.

American Trust first reported a position in IWY in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.19M in Q4 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

American Trust held 2,473 shares of iShares Russell Top 200 Growth ETF worth $719K as of Q2 2026.
American Trust bought 32 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $9.04K.
iShares Russell Top 200 Growth ETF made up 0.06% of American Trust's portfolio in Q2 2026, its #134 holding.
American Trust first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 11 quarters since.
American Trust's iShares Russell Top 200 Growth ETF position peaked at $2.19M in Q4 2024.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.