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James Investment Research’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

James Investment Research’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 		$284K Sell
976
-21
-2% -$5.93K 0.03% 316
2026
Q1 		$248K Sell
997
-80
-7% -$21.2K 0.03% 311
2025
Q4 		$298K Sell
1,077
-35
-3% -$9.7K 0.03% 297
2025
Q3 		$304K Sell
1,112
-232
-17% -$60K 0.03% 291
2025
Q2 		$331K Sell
1,344
-511
-28% -$114K 0.04% 266
2025
Q1 		$391K Sell
1,855
-910
-33% -$209K 0.05% 229
2024
Q4 		$651K Sell
2,765
-130
-4% -$29.8K 0.08% 189
2024
Q3 		$637K Sell
2,895
-189
-6% -$40.2K 0.07% 194
2024
Q2 		$662K Sell
3,084
-259
-8% -$51.6K 0.08% 191
2024
Q1 		$652K Sell
3,343
-113
-3% -$21.1K 0.08% 184
2023
Q4 		$606K Sell
3,456
-330
-9% -$54.2K 0.08% 188
2023
Q3 		$582K Sell
3,786
-255
-6% -$40.7K 0.08% 179
2023
Q2 		$641K Buy
4,041
+153
+4% +$22.3K 0.08% 168
2023
Q1 		$540K Sell
3,888
-615
-14% -$79.8K 0.07% 176
2022
Q4 		$543K Sell
4,503
-1,389
-24% -$173K 0.08% 168
2022
Q3 		$704K Sell
5,892
-643
-10% -$86.3K 0.1% 151
2022
Q2 		$818K Buy
+6,535
New +$897K 0.11% 140

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

James Investment Research's IWY Position: Q2 2026 in Review

James Investment Research reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.1% in Q2 2026, selling an estimated $5.93K and leaving 976 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #316.

James Investment Research first reported a position in IWY in Q2 2022 and has held it in 17 quarters since. The position peaked at $818K in Q2 2022. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • James Investment Research held 976 shares of iShares Russell Top 200 Growth ETF worth $284K as of Q2 2026.
  • James Investment Research sold 21 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $5.93K.
  • iShares Russell Top 200 Growth ETF made up 0.03% of James Investment Research's portfolio in Q2 2026, its #316 holding.
  • James Investment Research first reported a position in iShares Russell Top 200 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • James Investment Research's iShares Russell Top 200 Growth ETF position peaked at $818K in Q2 2022.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.