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

Brooklyn Investment 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 Q1	$1.04M	Buy	4,169 +374	+10%	+$99.1K	0.03%	545
2025 Q4	$1.06M	Buy	3,795 +2,613	+221%	+$724K	0.05%	329
2025 Q3	$289K	Sell	1,182 -53	-4%	-$13.7K	0.04%	445
2025 Q2	$304K	Buy	1,235 +521	+73%	+$116K	0.04%	438
2025 Q1	$151K	Buy	+714	New	+$164K	0.03%	410

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Brooklyn Investment Group's IWY Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 9.9% in Q1 2026, buying an estimated $99.1K and bringing the position to 4,169 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #545.

Brooklyn Investment Group first reported a position in IWY in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q4 2025. 644 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Brooklyn Investment Group held 4,169 shares of iShares Russell Top 200 Growth ETF worth $1.04M as of Q1 2026.
Brooklyn Investment Group bought 374 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $99.1K.
iShares Russell Top 200 Growth ETF made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #545 holding.
Brooklyn Investment Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 5 quarters since.
Brooklyn Investment Group's iShares Russell Top 200 Growth ETF position peaked at $1.06M in Q4 2025.
644 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.