Bessemer Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bessemer Group’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	$186K	Sell	641 -131	-17%	-$37K	﹤0.01%	1407
2026 Q1	$193K	Buy	772 +131	+20%	+$34.7K	﹤0.01%	1404
2025 Q4	$178K	Hold	641	–	–	﹤0.01%	1371
2025 Q3	$175K	Sell	641 -641	-50%	-$166K	﹤0.01%	1156
2025 Q2	$316K	Hold	1,282	–	–	﹤0.01%	978
2025 Q1	$270K	Hold	1,282	–	–	﹤0.01%	1023
2024 Q4	$302K	Hold	1,282	–	–	﹤0.01%	1003
2024 Q3	$282K	Hold	1,282	–	–	﹤0.01%	1051
2024 Q2	$275K	Hold	1,282	–	–	﹤0.01%	934
2024 Q1	$250K	Hold	1,282	–	–	﹤0.01%	968
2023 Q4	$225K	Hold	1,282	–	–	﹤0.01%	1016
2023 Q3	$197K	Buy	+1,282	New	+$204K	﹤0.01%	1038
2022 Q4	–	Sell	-2,300	Closed	-$275K	–	2024
2022 Q3	$275K	Sell	2,300 -90	-4%	-$12.1K	﹤0.01%	835
2022 Q2	$299K	Hold	2,390	–	–	﹤0.01%	801
2022 Q1	$379K	Buy	2,390 +1,666	+230%	+$260K	﹤0.01%	695
2021 Q4	$126K	Buy	724 +634	+704%	+$106K	﹤0.01%	950
2021 Q3	$14K	Hold	90	–	–	﹤0.01%	1300
2021 Q2	$14K	Buy	+90	New	+$12.9K	﹤0.01%	1286
2020 Q4	–	Sell	-477	Closed	-$58K	–	1503
2020 Q3	$58K	Buy	+477	New	+$56.2K	﹤0.01%	912

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

Bessemer Group's IWY Position: Q2 2026 in Review

Bessemer Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 17% in Q2 2026, selling an estimated $37K and leaving 641 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Bessemer Group first reported a position in IWY in Q3 2020 and has held it in 19 quarters since. The position peaked at $379K in Q1 2022. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Bessemer Group held 641 shares of iShares Russell Top 200 Growth ETF worth $186K as of Q2 2026.
Bessemer Group sold 131 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $37K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1407 holding.
Bessemer Group first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and has held it in 19 quarters since.
Bessemer Group's iShares Russell Top 200 Growth ETF position peaked at $379K in Q1 2022.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.