Gradient Investments’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Gradient Investments’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	$4.8M	Buy	16,519 +1,446	+10%	+$408K	0.07%	206
2026 Q1	$3.75M	Buy	15,073 +9,111	+153%	+$2.41M	0.06%	209
2025 Q4	$1.65M	Buy	5,962 +1,710	+40%	+$474K	0.03%	224
2025 Q3	$1.16M	Buy	4,252 +1,003	+31%	+$259K	0.02%	244
2025 Q2	$801K	Buy	+3,249	New	+$723K	0.01%	241
2024 Q3	–	Sell	-489	Closed	-$105K	–	831
2024 Q2	$105K	Hold	489	–	–	﹤0.01%	399
2024 Q1	$95.4K	Sell	489 -58	-11%	-$10.8K	﹤0.01%	359
2023 Q4	$95.8K	Buy	547 +255	+87%	+$41.9K	﹤0.01%	428
2023 Q3	$44.9K	Sell	292 -210	-42%	-$33.5K	﹤0.01%	529
2023 Q2	$79.6K	Hold	502	–	–	﹤0.01%	434
2023 Q1	$69.7K	Sell	502 -2,935	-85%	-$381K	﹤0.01%	431
2022 Q4	$414K	Buy	3,437 +2,845	+481%	+$354K	0.01%	244
2022 Q3	$71K	Hold	592	–	–	﹤0.01%	426
2022 Q2	$74K	Hold	592	–	–	﹤0.01%	414
2022 Q1	$94K	Sell	592 -406	-41%	-$63.3K	﹤0.01%	378
2021 Q4	$173K	Sell	998 -28	-3%	-$4.67K	﹤0.01%	297
2021 Q3	$157K	Sell	1,026 -80	-7%	-$12.6K	﹤0.01%	301
2021 Q2	$167K	Buy	1,106 +210	+23%	+$30.1K	﹤0.01%	303
2021 Q1	$121K	Hold	896	–	–	﹤0.01%	337
2020 Q4	$109K	Hold	896	–	–	﹤0.01%	308
2020 Q3	$109K	Buy	896 +257	+40%	+$30.3K	﹤0.01%	308
2020 Q2	$68K	Sell	639 -42	-6%	-$4.12K	﹤0.01%	344
2020 Q1	$57K	Buy	681 +42	+7%	+$4K	﹤0.01%	333
2019 Q4	$62K	Sell	639 -39	-6%	-$3.56K	﹤0.01%	360
2019 Q3	$59K	Buy	678 +363	+115%	+$31.7K	﹤0.01%	357
2019 Q2	$27K	Buy	+315	New	+$26.5K	﹤0.01%	466
2018 Q3	–	Sell	-390	Closed	-$31K	–	1018
2018 Q2	$31K	Hold	390	–	–	﹤0.01%	411
2018 Q1	$29K	Buy	+390	New	+$29.7K	﹤0.01%	417

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

Gradient Investments's IWY Position: Q2 2026 in Review

Gradient Investments increased its iShares Russell Top 200 Growth ETF (IWY) stake by 9.6% in Q2 2026, buying an estimated $408K and bringing the position to 16,519 shares worth $4.8M. The position accounts for 0.07% of the portfolio, ranked #206.

Gradient Investments first reported a position in IWY in Q1 2018 and has held it in 28 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Gradient Investments held 16,519 shares of iShares Russell Top 200 Growth ETF worth $4.8M as of Q2 2026.
Gradient Investments bought 1,446 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $408K.
iShares Russell Top 200 Growth ETF made up 0.07% of Gradient Investments's portfolio in Q2 2026, its #206 holding.
Gradient Investments first reported a position in iShares Russell Top 200 Growth ETF in Q1 2018 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 Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.