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

Caprock 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
Q2 		$1.99M Buy
+6,856
New +$1.94M 0.04% 402
2026
Q1 		– Sell
-6,125
Closed -$1.7M – 1205
2025
Q4 		$1.7M Sell
6,125
-5,173
-46% -$1.43M 0.04% 437
2025
Q3 		$2.92M Buy
+11,298
New +$2.92M 0.07% 248
2025
Q1 		$5.19M Buy
+24,583
New +$5.66M 0.16% 111

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

Caprock Group's IWY Position: Q2 2026 in Review

Caprock Group opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 6,856 shares worth $1.99M. The stake represents 0.04% of the portfolio and ranks #402 among its holdings. This is a return to the name: Caprock Group previously reported a position in IWY as recently as Q4 2025.

Caprock Group first reported a position in IWY in Q1 2025 and has held it in 4 quarters since. The position peaked at $5.19M in Q1 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Caprock Group held 6,856 shares of iShares Russell Top 200 Growth ETF worth $1.99M as of Q2 2026.
  • iShares Russell Top 200 Growth ETF was a new Caprock Group position in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.04% of Caprock Group's portfolio in Q2 2026, its #402 holding.
  • Caprock Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • Caprock Group's iShares Russell Top 200 Growth ETF position peaked at $5.19M in Q1 2025.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.