Caitlin John’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Caitlin John’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	$24.1K	Sell	97 -38	-28%	-$10.1K	0.01%	395
2025 Q4	$37.4K	Hold	135	–	–	0.02%	348
2025 Q3	$36.9K	Buy	+135	New	+$34.9K	0.03%	307
2025 Q1	–	Sell	-719	Closed	-$169K	–	467
2024 Q4	$169K	Hold	719	–	–	0.11%	140
2024 Q3	$167K	Sell	719 -176	-20%	-$37.5K	0.1%	141
2024 Q2	$192K	Sell	895 -632	-41%	-$126K	0.14%	123
2024 Q1	$298K	Hold	1,527	–	–	0.22%	97
2023 Q4	$268K	Buy	+1,527	New	+$251K	0.22%	96

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 $71.6B AUM 21.08% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Caitlin John's IWY Position: Q1 2026 in Review

Caitlin John reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 28% in Q1 2026, selling an estimated $10.1K and leaving 97 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #395.

Caitlin John first reported a position in IWY in Q4 2023 and has held it in 8 quarters since. The position peaked at $298K in Q1 2024. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Caitlin John held 97 shares of iShares Russell Top 200 Growth ETF worth $24.1K as of Q1 2026.
Caitlin John sold 38 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $10.1K.
iShares Russell Top 200 Growth ETF made up 0.01% of Caitlin John's portfolio in Q1 2026, its #395 holding.
Caitlin John first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's iShares Russell Top 200 Growth ETF position peaked at $298K in Q1 2024.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.