HI
IWY icon

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

Harbour 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 		$5.5M Sell
18,919
-2,878
-13% -$813K 0.07% 249
2026
Q1 		$5.42M Buy
21,797
+742
+4% +$197K 0.08% 226
2025
Q4 		$5.83M Sell
21,055
-1,027
-5% -$285K 0.12% 161
2025
Q3 		$6.04M Buy
22,082
+704
+3% +$182K 0.14% 129
2025
Q2 		$5.27M Sell
21,378
-91
-0.4% -$20.3K 0.13% 140
2025
Q1 		$4.53M Buy
21,469
+925
+5% +$213K 0.13% 145
2024
Q4 		$4.83M Sell
20,544
-322
-2% -$73.9K 0.14% 129
2024
Q3 		$4.59M Buy
20,866
+5
+0% +$1.06K 0.14% 124
2024
Q2 		$4.48M Sell
20,861
-682
-3% -$136K 0.15% 113
2024
Q1 		$4.2M Buy
21,543
+1,677
+8% +$313K 0.15% 128
2023
Q4 		$3.48M Buy
19,866
+5,323
+37% +$874K 0.14% 134
2023
Q3 		$2.24M Buy
14,543
+3,106
+27% +$495K 0.11% 174
2023
Q2 		$1.81M Buy
11,437
+2,021
+21% +$295K 0.09% 217
2023
Q1 		$1.31M Buy
9,416
+3,636
+63% +$472K 0.07% 268
2022
Q4 		$697K Sell
5,780
-518
-8% -$64.4K 0.04% 379
2022
Q3 		$789K Hold
6,298
– – 0.05% 329
2022
Q2 		$789K Buy
+6,298
New +$864K 0.05% 329
2021
Q4 		$1.11M Buy
6,410
+4,768
+290% +$794K 0.07% 278
2021
Q3 		$251K Buy
1,642
+30
+2% +$4.73K 0.01% 917
2021
Q2 		$243K Sell
1,612
-948
-37% -$136K 0.01% 955
2021
Q1 		$345K Buy
+2,560
New +$343K 0.01% 748

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

Harbour Investments's IWY Position: Q2 2026 in Review

Harbour Investments reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 13% in Q2 2026, selling an estimated $813K and leaving 18,919 shares worth $5.5M. The position accounts for 0.07% of the portfolio, ranked #249.

Harbour Investments first reported a position in IWY in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.04M in Q3 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Harbour Investments held 18,919 shares of iShares Russell Top 200 Growth ETF worth $5.5M as of Q2 2026.
  • Harbour Investments sold 2,878 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $813K.
  • iShares Russell Top 200 Growth ETF made up 0.07% of Harbour Investments's portfolio in Q2 2026, its #249 holding.
  • Harbour Investments first reported a position in iShares Russell Top 200 Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares Russell Top 200 Growth ETF position peaked at $6.04M in Q3 2025.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.