John Overdeck’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

John Overdeck’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	$232K	Sell	800 -301,200	-100%	-$85M	﹤0.01%	4688
2026 Q1	$75.1M	Buy	302,000 +32,760	+12%	+$8.68M	0.06%	363
2025 Q4	$74.6M	Buy	269,240 +267,740	+17,849%	+$74.2M	0.11%	244
2025 Q3	$410K	Sell	1,500 -293,000	-99%	-$75.8M	﹤0.01%	3078
2025 Q2	$72.6M	Sell	294,500 -125,200	-30%	-$27.9M	0.13%	206
2025 Q1	$88.5M	Buy	419,700 +122,800	+41%	+$28.3M	0.19%	129
2024 Q4	$69.9M	Buy	296,900 +59,200	+25%	+$13.6M	0.15%	159
2024 Q3	$52.3M	Buy	237,700 +200,100	+532%	+$42.6M	0.11%	213
2024 Q2	$8.07M	Sell	37,600 -70,700	-65%	-$14.1M	0.02%	797
2024 Q1	$21.1M	Buy	108,300 +5,600	+5%	+$1.05M	0.05%	428
2023 Q4	$18M	Buy	102,700 +10,400	+11%	+$1.71M	0.04%	451
2023 Q3	$14.2M	Buy	+92,300	New	+$14.7M	0.04%	475

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

John Overdeck's IWY Position: Q2 2026 in Review

John Overdeck reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 100% in Q2 2026, selling an estimated $85M and leaving 800 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #4688.

John Overdeck first reported a position in IWY in Q3 2023 and has held it in 12 quarters since. The position peaked at $88.5M in Q1 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

John Overdeck held 800 shares of iShares Russell Top 200 Growth ETF worth $232K as of Q2 2026.
John Overdeck sold 301,200 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $85M.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4688 holding.
John Overdeck first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and has held it in 12 quarters since.
John Overdeck's iShares Russell Top 200 Growth ETF position peaked at $88.5M in Q1 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.