Cary Street Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cary Street Partners’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	$938K	Hold	3,229	–	–	0.02%	507
2026 Q1	$803K	Sell	3,229 -126	-4%	-$33.4K	0.02%	492
2025 Q4	$929K	Buy	3,355 +20	+0.6%	+$5.54K	0.02%	449
2025 Q3	$913K	Sell	3,335 -409	-11%	-$106K	0.02%	444
2025 Q2	$923K	Sell	3,744 -779	-17%	-$173K	0.03%	426
2025 Q1	$954K	Sell	4,523 -3	-0.1%	-$690	0.03%	401
2024 Q4	$1.06M	Buy	+4,526	New	+$1.04M	0.03%	368

Other funds holding IWY

TCIIS

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

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

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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Cary Street Partners's IWY Position: Q2 2026 in Review

Cary Street Partners held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 3,229 shares worth $938K. The position accounts for 0.02% of the portfolio, ranked #507.

Cary Street Partners first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Cary Street Partners held 3,229 shares of iShares Russell Top 200 Growth ETF worth $938K as of Q2 2026.
Cary Street Partners left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #507 holding.
Cary Street Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares Russell Top 200 Growth ETF position peaked at $1.06M in Q4 2024.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.