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

Evelyn Partners 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 Q1	$106K	Buy	+425	New	+$113K	0.03%	134

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Evelyn Partners Asset Management's IWY Position: Q1 2026 in Review

Evelyn Partners Asset Management opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q1 2026: 425 shares worth $106K. The stake represents 0.03% of the portfolio and ranks #134 among its holdings.

642 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Evelyn Partners Asset Management held 425 shares of iShares Russell Top 200 Growth ETF worth $106K as of Q1 2026.
iShares Russell Top 200 Growth ETF was a new Evelyn Partners Asset Management position in Q1 2026.
iShares Russell Top 200 Growth ETF made up 0.03% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #134 holding.
642 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.