Grimes & Company’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Grimes & Company’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	$422K	Buy	1,451 +2	+0.1%	+$565	0.01%	335
2026 Q1	$361K	Buy	1,449 +1	+0.1%	+$265	0.01%	339
2025 Q4	$401K	Sell	1,448 -212	-13%	-$58.7K	0.01%	336
2025 Q3	$454K	Buy	1,660 +2	+0.1%	+$517	0.01%	321
2025 Q2	$409K	Buy	1,658 +2	+0.1%	+$445	0.01%	295
2025 Q1	$349K	Buy	1,656 +1	+0.1%	+$230	0.01%	277
2024 Q4	$389K	Buy	1,655 +2	+0.1%	+$459	0.01%	278
2024 Q3	$364K	Buy	1,653 +3	+0.2%	+$638	0.01%	268
2024 Q2	$354K	Buy	1,650 +1	+0.1%	+$199	0.01%	253
2024 Q1	$322K	Hold	1,649	–	–	0.01%	264
2023 Q4	$289K	Hold	1,649	–	–	0.01%	262
2023 Q3	$254K	Hold	1,649	–	–	0.01%	252
2023 Q2	$261K	Buy	+1,649	New	+$241K	0.01%	255

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

Grimes & Company's IWY Position: Q2 2026 in Review

Grimes & Company increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.14% in Q2 2026, buying an estimated $565 and bringing the position to 1,451 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #335.

Grimes & Company first reported a position in IWY in Q2 2023 and has held it in 13 quarters since. The position peaked at $454K in Q3 2025. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Grimes & Company held 1,451 shares of iShares Russell Top 200 Growth ETF worth $422K as of Q2 2026.
Grimes & Company bought 2 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $565.
iShares Russell Top 200 Growth ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #335 holding.
Grimes & Company first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Grimes & Company's iShares Russell Top 200 Growth ETF position peaked at $454K in Q3 2025.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.