Bouvel Investment Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bouvel Investment Partners’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	$2.4M	Sell	8,254 -13,340	-62%	-$3.77M	0.54%	57
2026 Q1	$5.37M	Sell	21,594 -946	-4%	-$251K	1.56%	30
2025 Q4	$6.24M	Sell	22,540 -252	-1%	-$69.8K	1.8%	20
2025 Q3	$6.24M	Sell	22,792 -654	-3%	-$169K	1.91%	15
2025 Q2	$5.78M	Buy	+23,446	New	+$5.22M	1.96%	18

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

Bouvel Investment Partners's IWY Position: Q2 2026 in Review

Bouvel Investment Partners reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 62% in Q2 2026, selling an estimated $3.77M and leaving 8,254 shares worth $2.4M. The position accounts for 0.54% of the portfolio, ranked #57.

Bouvel Investment Partners first reported a position in IWY in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.24M in Q4 2025. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Bouvel Investment Partners held 8,254 shares of iShares Russell Top 200 Growth ETF worth $2.4M as of Q2 2026.
Bouvel Investment Partners sold 13,340 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $3.77M.
iShares Russell Top 200 Growth ETF made up 0.54% of Bouvel Investment Partners's portfolio in Q2 2026, its #57 holding.
Bouvel Investment Partners first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 5 quarters since.
Bouvel Investment Partners's iShares Russell Top 200 Growth ETF position peaked at $6.24M in Q4 2025.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.