K.J. Harrison & Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

K.J. Harrison & Partners’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 Q1	–	Sell	-1,072	Closed	-$297K	–	247
2025 Q4	$297K	Buy	+1,072	New	+$297K	0.04%	201
2025 Q3	–	Sell	-1,138	Closed	-$281K	–	220
2025 Q2	$281K	Buy	+1,138	New	+$253K	0.05%	174
2023 Q3	–	Sell	-1,322	Closed	-$209K	–	160
2023 Q2	$209K	Buy	+1,322	New	+$193K	0.04%	199
2022 Q1	–	Sell	-2,175	Closed	-$378K	–	354
2021 Q4	$378K	Hold	2,175	–	–	0.05%	217
2021 Q3	$334K	Buy	+2,175	New	+$343K	0.05%	229
2019 Q4	–	Sell	-3,011	Closed	-$262K	–	197
2019 Q3	$262K	Buy	+3,011	New	+$263K	0.07%	145

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

K.J. Harrison & Partners's IWY Position: Q1 2026 in Review

K.J. Harrison & Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2026, closing a stake of 1,072 shares — an estimated $297K sold.

K.J. Harrison & Partners first reported a position in IWY in Q3 2019 and held it in 6 quarters. The position peaked at $378K in Q4 2021. 644 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

K.J. Harrison & Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2026 after selling out during the quarter.
K.J. Harrison & Partners sold 1,072 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $297K.
K.J. Harrison & Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2019 and held it in 6 quarters.
K.J. Harrison & Partners's iShares Russell Top 200 Growth ETF position peaked at $378K in Q4 2021.
644 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.