Cresset Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cresset Asset 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	$2.96M	Sell	10,169 -66	-0.6%	-$18.6K	0.01%	549
2026 Q1	$2.55M	Buy	10,235 +196	+2%	+$51.9K	0.01%	505
2025 Q4	$2.78M	Buy	10,039 +442	+5%	+$122K	0.01%	486
2025 Q3	$2.63M	Buy	+9,597	New	+$2.48M	0.01%	467
2024 Q4	–	Sell	-17,634	Closed	-$3.88M	–	1985
2024 Q3	$3.88M	Buy	+17,634	New	+$3.75M	0.01%	519
2024 Q2	–	Sell	-4,616	Closed	-$901K	–	2140
2024 Q1	$901K	Buy	+4,616	New	+$863K	﹤0.01%	1033
2023 Q4	–	Sell	-4,413	Closed	-$680K	–	1883
2023 Q3	$680K	Hold	4,413	–	–	﹤0.01%	1028
2023 Q2	$700K	Buy	+4,413	New	+$644K	﹤0.01%	1104

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

Cresset Asset Management's IWY Position: Q2 2026 in Review

Cresset Asset Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.64% in Q2 2026, selling an estimated $18.6K and leaving 10,169 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #549.

Cresset Asset Management first reported a position in IWY in Q2 2023 and has held it in 8 quarters since. The position peaked at $3.88M in Q3 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Cresset Asset Management held 10,169 shares of iShares Russell Top 200 Growth ETF worth $2.96M as of Q2 2026.
Cresset Asset Management sold 66 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $18.6K.
iShares Russell Top 200 Growth ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #549 holding.
Cresset Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 8 quarters since.
Cresset Asset Management's iShares Russell Top 200 Growth ETF position peaked at $3.88M in Q3 2024.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.