Arax Advisory Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Arax Advisory Partners’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	$390K	Buy	1,342 +1,127	+524%	+$318K	﹤0.01%	1816
2026 Q1	$53.5K	Sell	215 -1,172	-84%	-$311K	﹤0.01%	1670
2025 Q4	$384K	Buy	+1,387	New	+$384K	0.01%	715
2023 Q3	–	Sell	-14	Closed	-$2.22K	–	1343
2023 Q2	$2.22K	Buy	+14	New	+$2.04K	﹤0.01%	985
2021 Q3	–	Sell	-116	Closed	-$17K	–	1036
2021 Q2	$17K	Buy	+116	New	+$16.6K	﹤0.01%	594
2018 Q3	–	Sell	-2,672	Closed	-$209K	–	673
2018 Q2	$209K	Hold	2,672	–	–	0.09%	94
2018 Q1	$197K	Sell	2,672 -1,047	-28%	-$79.8K	0.1%	79
2017 Q4	$272K	Hold	3,719	–	–	0.12%	70
2017 Q3	$252K	Sell	3,719 -3,882	-51%	-$258K	0.12%	72
2017 Q2	$490K	Sell	7,601 -2,225	-23%	-$141K	0.23%	35
2017 Q1	$604K	Sell	9,826 -108,723	-92%	-$6.5M	0.29%	25
2016 Q4	$6.68M	Buy	+118,549	New	+$6.61M	3.34%	13

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

Arax Advisory Partners's IWY Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Russell Top 200 Growth ETF (IWY) stake by 524% in Q2 2026, buying an estimated $318K and bringing the position to 1,342 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Arax Advisory Partners first reported a position in IWY in Q4 2016 and has held it in 12 quarters since. The position peaked at $6.68M in Q4 2016. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Arax Advisory Partners held 1,342 shares of iShares Russell Top 200 Growth ETF worth $390K as of Q2 2026.
Arax Advisory Partners bought 1,127 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $318K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1816 holding.
Arax Advisory Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2016 and has held it in 12 quarters since.
Arax Advisory Partners's iShares Russell Top 200 Growth ETF position peaked at $6.68M in Q4 2016.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.