ArchPoint Investors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

ArchPoint Investors’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	$610K	Hold	2,450	–	–	0.15%	58
2025 Q4	$679K	Hold	2,450	–	–	0.16%	54
2025 Q3	$670K	Hold	2,450	–	–	0.18%	50
2025 Q2	$604K	Hold	2,450	–	–	0.18%	52
2025 Q1	$517K	Hold	2,450	–	–	0.17%	55
2024 Q4	$576K	Hold	2,450	–	–	0.19%	51
2024 Q3	$539K	Hold	2,450	–	–	0.18%	54
2024 Q2	$526K	Hold	2,450	–	–	0.2%	56
2024 Q1	$478K	Buy	+2,450	New	+$458K	0.2%	54
2021 Q2	–	Sell	-2,450	Closed	-$330K	–	74
2021 Q1	$330K	Hold	2,450	–	–	0.09%	73
2020 Q4	$326K	Hold	2,450	–	–	0.09%	76
2020 Q3	$297K	Hold	2,450	–	–	0.09%	73
2020 Q2	$261K	Hold	2,450	–	–	0.08%	79
2020 Q1	$206K	Hold	2,450	–	–	0.08%	84
2019 Q4	$237K	Hold	2,450	–	–	0.07%	90
2019 Q3	$213K	Sell	2,450 -4,500	-65%	-$392K	0.07%	77
2019 Q2	$596K	Hold	6,950	–	–	0.19%	52
2019 Q1	$571K	Buy	+6,950	New	+$543K	0.17%	52

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 $18.5B AUM 19.51% 1-Year Est. Return

ArchPoint Investors's IWY Position: Q1 2026 in Review

ArchPoint Investors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2026 at 2,450 shares worth $610K. The position accounts for 0.15% of the portfolio, ranked #58.

ArchPoint Investors first reported a position in IWY in Q1 2019 and has held it in 18 quarters since. The position peaked at $679K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

ArchPoint Investors held 2,450 shares of iShares Russell Top 200 Growth ETF worth $610K as of Q1 2026.
ArchPoint Investors left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2026.
iShares Russell Top 200 Growth ETF made up 0.15% of ArchPoint Investors's portfolio in Q1 2026, its #58 holding.
ArchPoint Investors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2019 and has held it in 18 quarters since.
ArchPoint Investors's iShares Russell Top 200 Growth ETF position peaked at $679K in Q4 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on ArchPoint Investors's 13F filing for Q1 2026, filed 14 May 2026.