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

DDD 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	$410K	Hold	1,410	–	–	0.03%	126
2026 Q1	$351K	Hold	1,410	–	–	0.02%	109
2025 Q4	$390K	Hold	1,410	–	–	0.02%	103
2025 Q3	$386K	Hold	1,410	–	–	0.02%	100
2025 Q2	$348K	Hold	1,410	–	–	0.04%	93
2025 Q1	$297K	Hold	1,410	–	–	0.04%	88
2024 Q4	$332K	Hold	1,410	–	–	0.04%	84
2024 Q3	$310K	Buy	+1,410	New	+$300K	0.03%	89

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

DDD Partners's IWY Position: Q2 2026 in Review

DDD Partners held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,410 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #126.

DDD Partners first reported a position in IWY in Q3 2024 and has held it in 8 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

DDD Partners held 1,410 shares of iShares Russell Top 200 Growth ETF worth $410K as of Q2 2026.
DDD Partners left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.03% of DDD Partners's portfolio in Q2 2026, its #126 holding.
DDD Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 8 quarters since.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.