KJHP
IWY icon

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 $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return