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IEQ Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

IEQ Capital’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 		$2.63M Sell
9,039
-6,377
-41% -$1.8M 0.01% 704
2026
Q1 		$3.84M Sell
15,416
-292
-2% -$77.4K 0.02% 562
2025
Q4 		$4.35M Sell
15,708
-1,906
-11% -$528K 0.01% 559
2025
Q3 		$4.82M Buy
17,614
+2,359
+15% +$610K 0.01% 498
2025
Q2 		$3.76M Buy
15,255
+1,626
+12% +$362K 0.02% 492
2025
Q1 		$2.88M Sell
13,629
-16
-0.1% -$3.68K 0.02% 496
2024
Q4 		$3.21M Sell
13,645
-29
-0.2% -$6.66K 0.03% 380
2024
Q3 		$3.01M Sell
13,674
-36
-0.3% -$7.66K 0.04% 289
2024
Q2 		$2.94M Buy
13,710
+87
+0.6% +$17.3K 0.04% 262
2024
Q1 		$2.66M Hold
13,623
– – 0.04% 271
2023
Q4 		$2.39M Sell
13,623
-183
-1% -$30K 0.04% 262
2023
Q3 		$2.12M Sell
13,806
-120
-0.9% -$19.1K 0.04% 253
2023
Q2 		$2.21M Sell
13,926
-16
-0.1% -$2.33K 0.04% 252
2023
Q1 		$1.94M Sell
13,942
-111
-0.8% -$14.4K 0.04% 256
2022
Q4 		$1.69M Buy
14,053
+7,849
+127% +$976K 0.05% 273
2022
Q3 		$741K Hold
6,204
– – 0.02% 438
2022
Q2 		$777K Hold
6,204
– – 0.02% 359
2022
Q1 		$986K Sell
6,204
-1,210
-16% -$189K 0.02% 331
2021
Q4 		$1.28M Hold
7,414
– – 0.03% 261
2021
Q3 		$1.13M Hold
7,414
– – 0.03% 271
2021
Q2 		$1.12M Buy
7,414
+9
+0.1% +$1.29K 0.03% 241
2021
Q1 		$996K Buy
+7,405
New +$992K 0.04% 200
2020
Q4 		– Sell
-7,379
Closed -$896K – 309
2020
Q3 		$896K Buy
7,379
+16
+0.2% +$1.89K 0.05% 182
2020
Q2 		$785K Buy
+7,363
New +$722K 0.05% 166

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

IEQ Capital's IWY Position: Q2 2026 in Review

IEQ Capital reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 41% in Q2 2026, selling an estimated $1.8M and leaving 9,039 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #704.

IEQ Capital first reported a position in IWY in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.82M in Q3 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • IEQ Capital held 9,039 shares of iShares Russell Top 200 Growth ETF worth $2.63M as of Q2 2026.
  • IEQ Capital sold 6,377 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.8M.
  • iShares Russell Top 200 Growth ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #704 holding.
  • IEQ Capital first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • IEQ Capital's iShares Russell Top 200 Growth ETF position peaked at $4.82M in Q3 2025.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.