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Eastern Bank’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Eastern Bank’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
Q3 		$28.6K Sell
97
-88
-48% -$25.2K ﹤0.01% 729
2026
Q2 		$53.8K Hold
185
– – ﹤0.01% 599
2026
Q1 		$46K Sell
185
-241
-57% -$63.8K ﹤0.01% 581
2025
Q4 		$118K Sell
426
-290
-41% -$80.3K ﹤0.01% 438
2025
Q3 		$196K Buy
+716
New +$185K ﹤0.01% 354

Other funds holding IWY

IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Eastern Bank's IWY Position: Q3 2026 in Review

Eastern Bank reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 48% in Q3 2026, selling an estimated $25.2K and leaving 97 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Eastern Bank first reported a position in IWY in Q3 2025 and has held it in 5 quarters since. The position peaked at $196K in Q3 2025. 31 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Eastern Bank held 97 shares of iShares Russell Top 200 Growth ETF worth $28.6K as of Q3 2026.
  • Eastern Bank sold 88 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $25.2K.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #729 holding.
  • Eastern Bank first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • Eastern Bank's iShares Russell Top 200 Growth ETF position peaked at $196K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.