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

Bush 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	$19.6M	Buy	78,615 +4,503	+6%	+$1.19M	10.69%	3
2025 Q4	$20.5M	Buy	74,112 +50	+0.1%	+$13.9K	11.48%	3
2025 Q3	$20.3M	Sell	74,062 -17,504	-19%	-$4.53M	12.01%	3
2025 Q2	$22.6M	Sell	91,566 -11,182	-11%	-$2.49M	15.16%	2
2025 Q1	$21.7M	Buy	102,748 +542	+0.5%	+$125K	16.33%	2
2024 Q4	$24M	Sell	102,206 -1,412	-1%	-$324K	18.77%	2
2024 Q3	$22.8M	Sell	103,618 -317	-0.3%	-$67.5K	18.23%	2
2024 Q2	$22.3M	Buy	103,935 +578	+0.6%	+$115K	19.14%	2
2024 Q1	$20.2M	Buy	103,357 +1,369	+1%	+$256K	17.81%	2
2023 Q4	$19.1M	Buy	+101,988	New	+$16.7M	17.6%	2

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

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

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

Bush Investment Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 6.1% in Q1 2026, buying an estimated $1.19M and bringing the position to 78,615 shares worth $19.6M. The position accounts for 10.69% of the portfolio, ranked #3.

Bush Investment Group first reported a position in IWY in Q4 2023 and has held it in 10 quarters since. The position peaked at $24M in Q4 2024. 641 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Bush Investment Group held 78,615 shares of iShares Russell Top 200 Growth ETF worth $19.6M as of Q1 2026.
Bush Investment Group bought 4,503 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $1.19M.
iShares Russell Top 200 Growth ETF made up 10.69% of Bush Investment Group's portfolio in Q1 2026, its #3 holding.
Bush Investment Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Bush Investment Group's iShares Russell Top 200 Growth ETF position peaked at $24M in Q4 2024.
641 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.