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 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 $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 $79.5B AUM 27.1% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Arax Advisory Partners's IWY Position: Q1 2026 in Review

Arax Advisory Partners reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 84% in Q1 2026, selling an estimated $311K and leaving 215 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Arax Advisory Partners first reported a position in IWY in Q4 2016 and has held it in 11 quarters since. The position peaked at $6.68M in Q4 2016. 640 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Arax Advisory Partners held 215 shares of iShares Russell Top 200 Growth ETF worth $53.5K as of Q1 2026.
Arax Advisory Partners sold 1,172 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $311K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1670 holding.
Arax Advisory Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2016 and has held it in 11 quarters since.
Arax Advisory Partners's iShares Russell Top 200 Growth ETF position peaked at $6.68M in Q4 2016.
640 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.