Harvest Investment Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Harvest Investment Services’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	$558K	Buy	1,919 +126	+7%	+$35.6K	0.09%	224
2026 Q1	$446K	Buy	1,793 +57	+3%	+$15.1K	0.08%	217
2025 Q4	$481K	Buy	1,736 +208	+14%	+$57.6K	0.09%	203
2025 Q3	$418K	Sell	1,528 -1	-0.1%	-$259	0.08%	218
2025 Q2	$377K	Buy	1,529 +367	+32%	+$81.7K	0.08%	226
2025 Q1	$245K	Buy	+1,162	New	+$267K	0.07%	228

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Harvest Investment Services's IWY Position: Q2 2026 in Review

Harvest Investment Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 7% in Q2 2026, buying an estimated $35.6K and bringing the position to 1,919 shares worth $558K. The position accounts for 0.09% of the portfolio, ranked #224.

Harvest Investment Services first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Harvest Investment Services held 1,919 shares of iShares Russell Top 200 Growth ETF worth $558K as of Q2 2026.
Harvest Investment Services bought 126 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $35.6K.
iShares Russell Top 200 Growth ETF made up 0.09% of Harvest Investment Services's portfolio in Q2 2026, its #224 holding.
Harvest Investment Services first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.