Anchor Investment Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Anchor Investment 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	$27.6K	Hold	95	–	–	﹤0.01%	729
2026 Q1	$23.6K	Hold	95	–	–	﹤0.01%	715
2025 Q4	$26.3K	Sell	95 -47	-33%	-$13K	﹤0.01%	694
2025 Q3	$38.9K	Buy	142 +47	+49%	+$12.2K	﹤0.01%	621
2025 Q2	$23.4K	Hold	95	–	–	﹤0.01%	702
2025 Q1	$20K	Buy	95 +10	+12%	+$2.3K	﹤0.01%	707
2024 Q4	$20K	Hold	85	–	–	﹤0.01%	711
2024 Q3	$18.7K	Hold	85	–	–	﹤0.01%	711
2024 Q2	$18.2K	Hold	85	–	–	﹤0.01%	672
2024 Q1	$16.6K	Buy	+85	New	+$15.9K	﹤0.01%	706

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

Anchor Investment Management's IWY Position: Q2 2026 in Review

Anchor Investment Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 95 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Anchor Investment Management first reported a position in IWY in Q1 2024 and has held it in 10 quarters since. The position peaked at $38.9K in Q3 2025. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Anchor Investment Management held 95 shares of iShares Russell Top 200 Growth ETF worth $27.6K as of Q2 2026.
Anchor Investment Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #729 holding.
Anchor Investment Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Anchor Investment Management's iShares Russell Top 200 Growth ETF position peaked at $38.9K in Q3 2025.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.