Bay Colony Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bay Colony Advisors’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	–	Sell	-1,439	Closed	-$358K	–	518
2026 Q1	$358K	Hold	1,439	–	–	0.04%	341
2025 Q4	$399K	Hold	1,439	–	–	0.05%	319
2025 Q3	$394K	Buy	+1,439	New	+$372K	0.05%	333
2025 Q2	–	Sell	-1,038	Closed	-$218K	–	487
2025 Q1	$218K	Sell	1,038 -250	-19%	-$57.5K	0.03%	394
2024 Q4	$303K	Hold	1,288	–	–	0.04%	327
2024 Q3	$283K	Sell	1,288 -100	-7%	-$21.3K	0.04%	335
2024 Q2	$298K	Hold	1,388	–	–	0.05%	292
2024 Q1	$271K	Buy	+1,388	New	+$259K	0.05%	309

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

Bay Colony Advisors's IWY Position: Q2 2026 in Review

Bay Colony Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2026, closing a stake of 1,439 shares — an estimated $358K sold.

Bay Colony Advisors first reported a position in IWY in Q1 2024 and held it in 8 quarters. The position peaked at $399K in Q4 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Bay Colony Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2026 after selling out during the quarter.
Bay Colony Advisors sold 1,439 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $358K.
Bay Colony Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and held it in 8 quarters.
Bay Colony Advisors's iShares Russell Top 200 Growth ETF position peaked at $399K in Q4 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.