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Flagship Harbor Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Flagship Harbor Advisors’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 		$640K Sell
2,201
-28
-1% -$7.91K 0.02% 451
2026
Q1 		$555K Sell
2,229
-3
-0.1% -$795 0.02% 456
2025
Q4 		$618K Sell
2,232
-34
-2% -$9.42K 0.03% 401
2025
Q3 		$620K Buy
2,266
+89
+4% +$23K 0.03% 439
2025
Q2 		$537K Buy
2,177
+1
+0% +$223 0.03% 454
2025
Q1 		$459K Sell
2,176
-8
-0.4% -$1.84K 0.02% 455
2024
Q4 		$514K Hold
2,184
– – 0.03% 421
2024
Q3 		$480K Sell
2,184
-95
-4% -$20.2K 0.03% 424
2024
Q2 		$489K Sell
2,279
-128
-5% -$25.5K 0.03% 398
2024
Q1 		$470K Buy
2,407
+42
+2% +$7.85K 0.03% 396
2023
Q4 		$414K Buy
2,365
+929
+65% +$152K 0.03% 403
2023
Q3 		$221K Hold
1,436
– – 0.02% 549
2023
Q2 		$228K Sell
1,436
-374
-21% -$54.5K 0.02% 550
2023
Q1 		$252K Hold
1,810
– – 0.02% 530
2022
Q4 		$218K Sell
1,810
-1,100
-38% -$137K 0.02% 552
2022
Q3 		$348K Buy
2,910
+275
+10% +$36.9K 0.04% 395
2022
Q2 		$330K Buy
2,635
+2
+0.1% +$275 0.04% 428
2022
Q1 		$418K Buy
2,633
+1,232
+88% +$192K 0.04% 394
2021
Q4 		$243K Sell
1,401
-205
-13% -$34.2K 0.02% 563
2021
Q3 		$242K Hold
1,606
– – 0.03% 548
2021
Q2 		$242K Hold
1,606
– – 0.03% 549
2021
Q1 		$216K Hold
1,606
– – 0.02% 585
2020
Q4 		$214K Sell
1,606
-120
-7% -$15.1K 0.03% 517
2020
Q3 		$209K Hold
1,726
– – 0.03% 457
2020
Q2 		$184K Sell
1,726
-1,059
-38% -$104K 0.03% 479
2020
Q1 		$235K Buy
2,785
+964
+53% +$91.8K 0.05% 352
2019
Q4 		$176K Buy
1,821
+120
+7% +$11K 0.03% 464
2019
Q3 		$148K Hold
1,701
– – 0.03% 488
2019
Q2 		$145K Buy
1,701
+1,026
+152% +$86.3K 0.03% 475
2019
Q1 		$55K Hold
675
– – 0.01% 727
2018
Q4 		$48K Hold
675
– – 0.01% 730
2018
Q3 		$58K Hold
675
– – 0.01% 750
2018
Q2 		$52K Buy
+675
New +$51.8K 0.01% 773

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Flagship Harbor Advisors's IWY Position: Q2 2026 in Review

Flagship Harbor Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.3% in Q2 2026, selling an estimated $7.91K and leaving 2,201 shares worth $640K. The position accounts for 0.02% of the portfolio, ranked #451.

Flagship Harbor Advisors first reported a position in IWY in Q2 2018 and has held it in 33 quarters since. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Flagship Harbor Advisors held 2,201 shares of iShares Russell Top 200 Growth ETF worth $640K as of Q2 2026.
  • Flagship Harbor Advisors sold 28 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $7.91K.
  • iShares Russell Top 200 Growth ETF made up 0.02% of Flagship Harbor Advisors's portfolio in Q2 2026, its #451 holding.
  • Flagship Harbor Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2018 and has held it in 33 quarters since.
  • 687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.