GRP
IWY icon

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

Global Retirement 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 		$50.1M Buy
+172,371
New +$48.7M 0.77% 17
2025
Q4 		$42.5M Buy
153,595
+6,638
+5% +$1.84M 0.75% 21
2025
Q3 		$40.2M Buy
146,957
+10,688
+8% +$2.76M 0.9% 15
2025
Q2 		$33.6M Buy
+136,269
New +$30.3M 0.83% 17
2024
Q4 		$28.5M Buy
121,204
+16,716
+16% +$3.84M 0.82% 17
2024
Q3 		$23M Sell
104,488
-7,181
-6% -$1.53M 0.69% 23
2024
Q2 		$24M Buy
111,669
+19,955
+22% +$3.98M 0.75% 23
2024
Q1 		$17.9M Buy
91,714
+20,031
+28% +$3.74M 0.67% 29
2023
Q4 		$12.7M Buy
71,683
+18,387
+34% +$3.02M 0.53% 35
2023
Q3 		$8.25M Buy
53,296
+11,680
+28% +$1.86M 0.42% 48
2023
Q2 		$6.6M Buy
41,616
+576
+1% +$84K 0.32% 66
2023
Q1 		$5.71M Buy
41,040
+3,475
+9% +$451K 0.3% 68
2022
Q4 		$4.53M Sell
37,565
-1,639
-4% -$204K 0.31% 67
2022
Q3 		$4.94M Buy
39,204
+4,286
+12% +$575K 0.37% 54
2022
Q2 		$4.37M Buy
34,918
+552
+2% +$75.8K 0.35% 64
2022
Q1 		$4.38M Buy
+34,366
New +$5.36M 0.34% 65
2021
Q4 		– Sell
-3,656
Closed -$558K – 1041
2021
Q3 		$558K Buy
3,656
+2,079
+132% +$328K 0.06% 282
2021
Q2 		$237K Buy
+1,577
New +$226K 0.02% 421
2021
Q1 		– Sell
-20
Closed -$3K – 1831
2020
Q4 		$3K Sell
20
-100
-83% -$12.6K ﹤0.01% 1539
2020
Q3 		$15K Buy
+120
New +$14.1K ﹤0.01% 1020
2019
Q4 		– Sell
-40
Closed -$3K – 1666
2019
Q3 		$3K Sell
40
-590
-94% -$51.5K ﹤0.01% 1393
2019
Q2 		$54K Sell
630
-171
-21% -$14.4K 0.01% 594
2019
Q1 		$66K Sell
801
-250
-24% -$19.5K 0.02% 476
2018
Q4 		$75K Sell
1,051
-510
-33% -$39.5K 0.02% 426
2018
Q3 		$133K Sell
1,561
-28
-2% -$2.31K 0.03% 355
2018
Q2 		$124K Sell
1,589
-103
-6% -$7.9K 0.03% 355
2018
Q1 		$125K Buy
1,692
+69
+4% +$5.26K 0.03% 343
2017
Q4 		$119K Buy
+1,623
New +$116K 0.03% 326

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 19.34% 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

Global Retirement Partners's IWY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 172,371 shares worth $50.1M. The stake represents 0.77% of the portfolio and ranks #17 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IWY as recently as Q4 2025.

Global Retirement Partners first reported a position in IWY in Q4 2017 and has held it in 28 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Global Retirement Partners held 172,371 shares of iShares Russell Top 200 Growth ETF worth $50.1M as of Q2 2026.
  • iShares Russell Top 200 Growth ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.77% of Global Retirement Partners's portfolio in Q2 2026, its #17 holding.
  • Global Retirement Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 and has held it in 28 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.