Bourgeon Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bourgeon Capital Management’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	-1,530	Closed	-$381K	–	111
2026 Q1	$381K	Hold	1,530	–	–	0.07%	82
2025 Q4	$424K	Hold	1,530	–	–	0.07%	95
2025 Q3	$419K	Hold	1,530	–	–	0.08%	83
2025 Q2	$377K	Buy	1,530 +1	+0.1%	+$223	0.07%	85
2025 Q1	$322K	Buy	1,529 +2	+0.1%	+$460	0.07%	94
2024 Q4	$359K	Buy	1,527 +2	+0.1%	+$459	0.07%	101
2024 Q3	$336K	Buy	+1,525	New	+$325K	0.06%	93

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

Bourgeon Capital Management's IWY Position: Q2 2026 in Review

Bourgeon Capital Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2026, closing a stake of 1,530 shares — an estimated $381K sold.

Bourgeon Capital Management first reported a position in IWY in Q3 2024 and held it in 7 quarters. The position peaked at $424K in Q4 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Bourgeon Capital Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2026 after selling out during the quarter.
Bourgeon Capital Management sold 1,530 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $381K.
Bourgeon Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and held it in 7 quarters.
Bourgeon Capital Management's iShares Russell Top 200 Growth ETF position peaked at $424K in Q4 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.