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

Bryn Mawr 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 		$74.3M Sell
255,752
-3,017
-1% -$852K 3.24% 4
2026
Q1 		$64.4M Sell
258,769
-4,191
-2% -$1.11M 3.12% 5
2025
Q4 		$72.8M Buy
262,960
+4,469
+2% +$1.24M 3.5% 5
2025
Q3 		$70.7M Buy
258,491
+23,919
+10% +$6.19M 3.51% 5
2025
Q2 		$57.8M Buy
234,572
+17,295
+8% +$3.85M 3.17% 5
2025
Q1 		$45.8M Sell
217,277
-28,170
-11% -$6.48M 2.75% 5
2024
Q4 		$57.7M Buy
245,447
+13,076
+6% +$3M 3.11% 5
2024
Q3 		$51.1M Sell
232,371
-31,958
-12% -$6.8M 2.76% 5
2024
Q2 		$56.7M Buy
264,329
+11,885
+5% +$2.37M 3.13% 6
2024
Q1 		$48.6M Buy
252,444
+14,709
+6% +$2.75M 2.76% 6
2023
Q4 		$41.7M Buy
237,735
+3,615
+2% +$593K 2.6% 5
2023
Q3 		$36M Buy
234,120
+48,859
+26% +$7.79M 2.36% 6
2023
Q2 		$29.4M Buy
185,261
+6,559
+4% +$957K 2.76% 5
2023
Q1 		$24.8M Buy
178,702
+22,713
+15% +$2.95M 2.59% 4
2022
Q4 		$18.8M Buy
+155,989
New +$19.4M 2.03% 6

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

Bryn Mawr Capital Management's IWY Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.2% in Q2 2026, selling an estimated $852K and leaving 255,752 shares worth $74.3M. The position accounts for 3.24% of the portfolio, ranked #4.

Bryn Mawr Capital Management first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Bryn Mawr Capital Management held 255,752 shares of iShares Russell Top 200 Growth ETF worth $74.3M as of Q2 2026.
  • Bryn Mawr Capital Management sold 3,017 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $852K.
  • iShares Russell Top 200 Growth ETF made up 3.24% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #4 holding.
  • Bryn Mawr Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.