Howard Bailey Securities’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Howard Bailey Securities’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	$33.4M	Buy	114,885 +3,023	+3%	+$854K	12.52%	1
2026 Q1	$27.8M	Buy	111,862 +2,110	+2%	+$559K	11.45%	2
2025 Q4	$30.4M	Buy	109,752 +5,906	+6%	+$1.64M	11.98%	1
2025 Q3	$28.4M	Buy	103,846 +2,011	+2%	+$520K	8.09%	1
2025 Q2	$25.1M	Buy	101,835 +4,223	+4%	+$940K	7.74%	2
2025 Q1	$20.6M	Buy	97,612 +6,131	+7%	+$1.41M	6.86%	1
2024 Q4	$21.5M	Buy	91,481 +1,201	+1%	+$276K	7.99%	1
2024 Q3	$19.9M	Buy	+90,280	New	+$19.2M	7.53%	1

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

Howard Bailey Securities's IWY Position: Q2 2026 in Review

Howard Bailey Securities increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.7% in Q2 2026, buying an estimated $854K and bringing the position to 114,885 shares worth $33.4M. The position accounts for 12.52% of the portfolio, ranked #1.

Howard Bailey Securities first reported a position in IWY in Q3 2024 and has held it in 8 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Howard Bailey Securities held 114,885 shares of iShares Russell Top 200 Growth ETF worth $33.4M as of Q2 2026.
Howard Bailey Securities bought 3,023 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $854K.
iShares Russell Top 200 Growth ETF made up 12.52% of Howard Bailey Securities's portfolio in Q2 2026, its #1 holding.
Howard Bailey Securities first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 8 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.