Kayne Anderson Rudnick Investment Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Kayne Anderson Rudnick Investment Management’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	$299K	Hold	1,200	–	–	﹤0.01%	473
2025 Q4	$332K	Hold	1,200	–	–	﹤0.01%	475
2025 Q3	$328K	Hold	1,200	–	–	﹤0.01%	469
2025 Q2	$296K	Hold	1,200	–	–	﹤0.01%	472
2025 Q1	$253K	Hold	1,200	–	–	﹤0.01%	462
2024 Q4	$282K	Hold	1,200	–	–	﹤0.01%	437
2024 Q3	$264K	Hold	1,200	–	–	﹤0.01%	432
2024 Q2	$257K	Hold	1,200	–	–	﹤0.01%	445
2024 Q1	$234K	Hold	1,200	–	–	﹤0.01%	456
2023 Q4	$210K	Hold	1,200	–	–	﹤0.01%	434
2023 Q3	$185K	Hold	1,200	–	–	﹤0.01%	433
2023 Q2	$190K	Hold	1,200	–	–	﹤0.01%	430
2023 Q1	$167K	Hold	1,200	–	–	﹤0.01%	425
2022 Q4	$145K	Hold	1,200	–	–	﹤0.01%	449
2022 Q3	$143K	Hold	1,200	–	–	﹤0.01%	425
2022 Q2	$150K	Hold	1,200	–	–	﹤0.01%	427
2022 Q1	$190K	Hold	1,200	–	–	﹤0.01%	404
2021 Q4	$208K	Hold	1,200	–	–	﹤0.01%	408
2021 Q3	$183K	Buy	+1,200	New	+$189K	﹤0.01%	404

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 $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

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

Kayne Anderson Rudnick Investment Management's IWY Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2026 at 1,200 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Kayne Anderson Rudnick Investment Management first reported a position in IWY in Q3 2021 and has held it in 19 quarters since. The position peaked at $332K in Q4 2025. 642 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 1,200 shares of iShares Russell Top 200 Growth ETF worth $299K as of Q1 2026.
Kayne Anderson Rudnick Investment Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #473 holding.
Kayne Anderson Rudnick Investment Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and has held it in 19 quarters since.
Kayne Anderson Rudnick Investment Management's iShares Russell Top 200 Growth ETF position peaked at $332K in Q4 2025.
642 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.