Joel Isaacson & Co’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Joel Isaacson & Co’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	$517K	Buy	1,778 +1	+0.1%	+$282	0.02%	298
2026 Q1	$442K	Buy	1,777 +1	+0.1%	+$265	0.01%	299
2025 Q4	$492K	Buy	1,776 +1	+0.1%	+$277	0.02%	282
2025 Q3	$486K	Buy	1,775 +2	+0.1%	+$517	0.02%	276
2025 Q2	$437K	Buy	1,773 +1	+0.1%	+$223	0.02%	272
2025 Q1	$374K	Sell	1,772 -65	-4%	-$15K	0.02%	279
2024 Q4	$432K	Buy	+1,837	New	+$422K	0.02%	248

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

Joel Isaacson & Co's IWY Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.06% in Q2 2026, buying an estimated $282 and bringing the position to 1,778 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #298.

Joel Isaacson & Co first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Joel Isaacson & Co held 1,778 shares of iShares Russell Top 200 Growth ETF worth $517K as of Q2 2026.
Joel Isaacson & Co bought 1 iShares Russell Top 200 Growth ETF share in Q2 2026, an estimated $282.
iShares Russell Top 200 Growth ETF made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #298 holding.
Joel Isaacson & Co first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.