D.A. Davidson & Co’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

D.A. Davidson & Co’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	$492K	Buy	1,692 +467	+38%	+$132K	﹤0.01%	1213
2026 Q1	$305K	Buy	1,225 +20	+2%	+$5.3K	﹤0.01%	1343
2025 Q4	$334K	Sell	1,205 -289	-19%	-$80.1K	﹤0.01%	1278
2025 Q3	$409K	Hold	1,494	–	–	﹤0.01%	1203
2025 Q2	$368K	Buy	1,494 +414	+38%	+$92.2K	﹤0.01%	1167
2025 Q1	$228K	Hold	1,080	–	–	﹤0.01%	1283
2024 Q4	$254K	Buy	+1,080	New	+$248K	﹤0.01%	1255
2019 Q1	–	Sell	-66,798	Closed	-$4.79M	–	1152
2018 Q4	$4.79M	Buy	+66,798	New	+$5.17M	0.09%	175
2015 Q2	–	Sell	-887	Closed	-$45K	–	2246
2015 Q1	$45K	Buy	887 +137	+18%	+$7.05K	﹤0.01%	1462
2014 Q4	$37K	Buy	+750	New	+$37.1K	﹤0.01%	1530

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

D.A. Davidson & Co's IWY Position: Q2 2026 in Review

D.A. Davidson & Co increased its iShares Russell Top 200 Growth ETF (IWY) stake by 38% in Q2 2026, buying an estimated $132K and bringing the position to 1,692 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

D.A. Davidson & Co first reported a position in IWY in Q4 2014 and has held it in 10 quarters since. The position peaked at $4.79M in Q4 2018. 683 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

D.A. Davidson & Co held 1,692 shares of iShares Russell Top 200 Growth ETF worth $492K as of Q2 2026.
D.A. Davidson & Co bought 467 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $132K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1213 holding.
D.A. Davidson & Co first reported a position in iShares Russell Top 200 Growth ETF in Q4 2014 and has held it in 10 quarters since.
D.A. Davidson & Co's iShares Russell Top 200 Growth ETF position peaked at $4.79M in Q4 2018.
683 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.