Investors Research Corp’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Investors Research Corp’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	$23.7M	Sell	81,693 -855	-1%	-$241K	4.25%	2
2026 Q1	$20.5M	Buy	82,548 +351	+0.4%	+$93K	3.93%	2
2025 Q4	$22.8M	Buy	82,197 +1,654	+2%	+$458K	4.17%	1
2025 Q3	$22M	Buy	80,543 +2,762	+4%	+$715K	4.08%	1
2025 Q2	$19.2M	Buy	77,781 +5,214	+7%	+$1.16M	3.76%	1
2025 Q1	$15.3M	Buy	72,567 +4,512	+7%	+$1.04M	3.32%	1
2024 Q4	$16M	Buy	68,055 +2,762	+4%	+$634K	3.52%	1
2024 Q3	$14.4M	Buy	65,293 +3,806	+6%	+$810K	3.14%	1
2024 Q2	$13.2M	Buy	61,487 +3,006	+5%	+$599K	3.08%	1
2024 Q1	$11.4M	Buy	58,481 +1,261	+2%	+$236K	2.67%	1
2023 Q4	$10M	Buy	57,220 +1,795	+3%	+$295K	2.42%	1
2023 Q3	$8.53M	Buy	55,425 +1,569	+3%	+$250K	2.23%	2
2023 Q2	$8.54M	Buy	53,856 +1,978	+4%	+$288K	2.16%	2
2023 Q1	$7.21M	Buy	51,878 +2,477	+5%	+$322K	1.87%	3
2022 Q4	$5.95M	Buy	49,401 +3,916	+9%	+$487K	1.61%	9
2022 Q3	$5.43M	Buy	45,485 +5,461	+14%	+$733K	1.66%	7
2022 Q2	$5.01M	Buy	40,024 +7,553	+23%	+$1.04M	1.51%	7
2022 Q1	$5.16M	Buy	32,471 +8,111	+33%	+$1.26M	1.46%	2
2021 Q4	$4.22M	Buy	24,360 +6,029	+33%	+$1M	1.28%	3
2021 Q3	$2.8M	Buy	18,331 +4,171	+29%	+$658K	0.94%	9
2021 Q2	$2.13M	Buy	14,160 +4,775	+51%	+$683K	0.74%	21
2021 Q1	$1.26M	Buy	9,385 +4,435	+90%	+$594K	0.48%	56
2020 Q4	$659K	Buy	4,950 +2,729	+123%	+$344K	0.26%	137
2020 Q3	$270K	Buy	2,221 +2,169	+4,171%	+$255K	0.13%	232
2020 Q2	$6K	Buy	52 +10	+24%	+$980	﹤0.01%	885
2020 Q1	$4K	Buy	42 +30	+250%	+$2.85K	﹤0.01%	928
2019 Q4	$1K	Buy	12 +6	+100%	+$548	﹤0.01%	1077
2019 Q3	$1K	Buy	+6	New	+$523	﹤0.01%	1083

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

Investors Research Corp's IWY Position: Q2 2026 in Review

Investors Research Corp reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1% in Q2 2026, selling an estimated $241K and leaving 81,693 shares worth $23.7M. The position accounts for 4.25% of the portfolio, ranked #2.

Investors Research Corp first reported a position in IWY in Q3 2019 and has held it in 28 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Investors Research Corp held 81,693 shares of iShares Russell Top 200 Growth ETF worth $23.7M as of Q2 2026.
Investors Research Corp sold 855 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $241K.
iShares Russell Top 200 Growth ETF made up 4.25% of Investors Research Corp's portfolio in Q2 2026, its #2 holding.
Investors Research Corp first reported a position in iShares Russell Top 200 Growth ETF in Q3 2019 and has held it in 28 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.