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IWY icon

Keel Point’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Keel Point’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 		$3.63M Sell
12,493
-106
-0.8% -$29.9K 0.21% 70
2026
Q1 		$3.14M Buy
12,599
+1,343
+12% +$356K 0.21% 73
2025
Q4 		$3.12M Sell
11,256
-31
-0.3% -$8.59K 0.19% 84
2025
Q3 		$3.09M Sell
11,287
-36
-0.3% -$9.31K 0.19% 83
2025
Q2 		$2.79M Sell
11,323
-1,622
-13% -$361K 0.18% 87
2025
Q1 		$2.73M Buy
12,945
+1,807
+16% +$416K 0.21% 86
2024
Q4 		$2.62M Buy
11,138
+24
+0.2% +$5.51K 0.21% 83
2024
Q3 		$2.45M Buy
11,114
+5
+0% +$1.06K 0.2% 84
2024
Q2 		$2.31M Buy
11,109
+2,801
+34% +$558K 0.21% 82
2024
Q1 		$1.62M Buy
8,308
+5,341
+180% +$998K 0.17% 94
2023
Q4 		$520K Buy
2,967
+12
+0.4% +$1.97K 0.06% 170
2023
Q3 		$455K Hold
2,955
– – 0.06% 170
2023
Q2 		$469K Buy
2,955
+4
+0.1% +$583 0.06% 169
2023
Q1 		$410K Buy
2,951
+6
+0.2% +$779 0.06% 185
2022
Q4 		$355K Sell
2,945
-46
-2% -$5.72K 0.06% 192
2022
Q3 		$357K Buy
2,991
+8
+0.3% +$1.07K 0.06% 175
2022
Q2 		$429K Sell
2,983
-1,948
-40% -$267K 0.07% 159
2022
Q1 		$783K Sell
4,931
-610
-11% -$95.1K 0.12% 115
2021
Q4 		$961K Buy
5,541
+233
+4% +$38.8K 0.11% 104
2021
Q3 		$810K Buy
5,308
+2,330
+78% +$368K 0.1% 119
2021
Q2 		$448K Sell
2,978
-139
-4% -$19.9K 0.05% 160
2021
Q1 		$419K Buy
+3,117
New +$418K 0.04% 167

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Keel Point's IWY Position: Q2 2026 in Review

Keel Point reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.84% in Q2 2026, selling an estimated $29.9K and leaving 12,493 shares worth $3.63M. The position accounts for 0.21% of the portfolio, ranked #70.

Keel Point first reported a position in IWY in Q1 2021 and has held it in 22 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Keel Point held 12,493 shares of iShares Russell Top 200 Growth ETF worth $3.63M as of Q2 2026.
  • Keel Point sold 106 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $29.9K.
  • iShares Russell Top 200 Growth ETF made up 0.21% of Keel Point's portfolio in Q2 2026, its #70 holding.
  • Keel Point first reported a position in iShares Russell Top 200 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.