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Brinker Capital Investments’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Brinker Capital Investments’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 		$582K Sell
2,002
-2,221
-53% -$627K ﹤0.01% 1405
2026
Q1 		$1.05M Sell
4,223
-12,738
-75% -$3.37M 0.01% 1091
2025
Q4 		$4.7M Sell
16,961
-107,387
-86% -$29.8M 0.03% 463
2025
Q3 		$34M Buy
124,348
+105,183
+549% +$27.2M 0.26% 64
2025
Q2 		$4.72M Sell
19,165
-1,981
-9% -$441K 0.04% 413
2025
Q1 		$4.46M Sell
21,146
-318,842
-94% -$73.3M 0.04% 378
2024
Q4 		$80M Buy
339,988
+319,162
+1,533% +$73.3M 0.8% 14
2024
Q3 		$4.58M Sell
20,826
-295,424
-93% -$62.9M 0.05% 356
2024
Q2 		$67.8M Buy
316,250
+5,607
+2% +$1.12M 0.72% 17
2024
Q1 		$60.6M Buy
310,643
+202,073
+186% +$37.8M 0.65% 17
2023
Q4 		$18.9M Buy
108,570
+60,145
+124% +$9.87M 0.22% 93
2023
Q3 		$7.45M Sell
48,425
-402,263
-89% -$64.2M 0.09% 216
2023
Q2 		$71.5M Sell
450,688
-3,058
-0.7% -$446K 0.76% 21
2023
Q1 		$63M Buy
453,746
+425,901
+1,530% +$55.3M 0.78% 14
2022
Q4 		$3.36M Sell
27,845
-15
-0.1% -$1.86K 0.07% 291
2022
Q3 		$3.33M Sell
27,860
-4
-0% -$537 0.07% 277
2022
Q2 		$3.49M Buy
27,864
+114
+0.4% +$15.6K 0.07% 282
2022
Q1 		$4.41M Sell
27,750
-384
-1% -$59.9K 0.07% 277
2021
Q4 		$4.88M Buy
+28,134
New +$4.69M 0.07% 276
2020
Q1 		– Sell
-100
Closed -$10K – 530
2019
Q4 		$10K Buy
+100
New +$9.13K ﹤0.01% 568
2016
Q4 		– Sell
-159,500
Closed -$8.91M – 566
2016
Q3 		$8.91M Sell
159,500
-180,500
-53% -$10.1M 0.37% 68
2016
Q2 		$18.3M Sell
340,000
-227,500
-40% -$12.2M 0.78% 42
2016
Q1 		$30.5M Buy
567,500
+321,500
+131% +$16.4M 1.31% 23
2015
Q4 		$13.2M Sell
246,000
-6,000
-2% -$321K 0.57% 53
2015
Q3 		$12.5M Hold
252,000
– – 0.54% 56
2015
Q2 		$13.1M Hold
252,000
– – 0.51% 57
2015
Q1 		$13M Hold
252,000
– – 0.49% 61
2014
Q4 		$12.7M Sell
252,000
-16,000
-6% -$792K 0.48% 59
2014
Q3 		$13M Hold
268,000
– – 0.5% 53
2014
Q2 		$12.8M Hold
268,000
– – 0.48% 56
2014
Q1 		$12.1M Hold
268,000
– – 0.47% 56
2013
Q4 		$12.1M Hold
268,000
– – 0.47% 56
2013
Q3 		$10.9M Buy
268,000
+103,000
+62% +$4.11M 0.44% 61
2013
Q2 		$6.29M Buy
+165,000
New +$6.37M 0.26% 89

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brinker Capital Investments's IWY Position: Q2 2026 in Review

Brinker Capital Investments reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 53% in Q2 2026, selling an estimated $627K and leaving 2,002 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Brinker Capital Investments first reported a position in IWY in Q2 2013 and has held it in 34 quarters since. The position peaked at $80M in Q4 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Brinker Capital Investments held 2,002 shares of iShares Russell Top 200 Growth ETF worth $582K as of Q2 2026.
  • Brinker Capital Investments sold 2,221 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $627K.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1405 holding.
  • Brinker Capital Investments first reported a position in iShares Russell Top 200 Growth ETF in Q2 2013 and has held it in 34 quarters since.
  • Brinker Capital Investments's iShares Russell Top 200 Growth ETF position peaked at $80M in Q4 2024.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.