Bawa N Mallick Trust’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bawa N Mallick 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	$2.62M	Buy	9,010 +1,010	+13%	+$285K	0.85%	26
2026 Q1	$1.99M	Sell	8,000 -1,008	-11%	-$267K	0.82%	25
2025 Q4	$2.49M	Buy	9,008 +1	+0%	+$277	0.93%	21
2025 Q3	$2.46M	Buy	9,007 +1	+0%	+$259	0.93%	21
2025 Q2	$2.22M	Hold	9,006	–	–	0.92%	22
2025 Q1	$1.9M	Hold	9,006	–	–	0.9%	21
2024 Q4	$2.12M	Buy	+9,006	New	+$2.07M	0.93%	21

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

Bawa N Mallick Trust's IWY Position: Q2 2026 in Review

Bawa N Mallick Trust increased its iShares Russell Top 200 Growth ETF (IWY) stake by 13% in Q2 2026, buying an estimated $285K and bringing the position to 9,010 shares worth $2.62M. The position accounts for 0.85% of the portfolio, ranked #26.

Bawa N Mallick Trust first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. 680 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Bawa N Mallick Trust held 9,010 shares of iShares Russell Top 200 Growth ETF worth $2.62M as of Q2 2026.
Bawa N Mallick Trust bought 1,010 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $285K.
iShares Russell Top 200 Growth ETF made up 0.85% of Bawa N Mallick Trust's portfolio in Q2 2026, its #26 holding.
Bawa N Mallick Trust first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
680 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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