Johnson Investment Counsel’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Johnson Investment Counsel’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	$3.05M	Sell	10,483 -134	-1%	-$37.8K	0.02%	249
2026 Q1	$2.64M	Buy	10,617 +2,059	+24%	+$545K	0.02%	277
2025 Q4	$2.37M	Buy	8,558 +1,009	+13%	+$280K	0.02%	285
2025 Q3	$2.07M	Buy	7,549 +763	+11%	+$197K	0.02%	304
2025 Q2	$1.67M	Buy	6,786 +4,338	+177%	+$966K	0.02%	332
2025 Q1	$516K	Buy	+2,448	New	+$563K	0.01%	525

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

Johnson Investment Counsel's IWY Position: Q2 2026 in Review

Johnson Investment Counsel reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.3% in Q2 2026, selling an estimated $37.8K and leaving 10,483 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #249.

Johnson Investment Counsel first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Johnson Investment Counsel held 10,483 shares of iShares Russell Top 200 Growth ETF worth $3.05M as of Q2 2026.
Johnson Investment Counsel sold 134 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $37.8K.
iShares Russell Top 200 Growth ETF made up 0.02% of Johnson Investment Counsel's portfolio in Q2 2026, its #249 holding.
Johnson Investment Counsel first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.