Linden Thomas Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Linden Thomas Advisory Services’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	-3,433	Closed	-$951K	–	548
2025 Q4	$951K	Buy	+3,433	New	+$951K	0.1%	309
2025 Q1	–	Sell	-1,090	Closed	-$256K	–	469
2024 Q4	$256K	Buy	+1,090	New	+$250K	0.03%	441
2024 Q1	–	Sell	-2,258	Closed	-$396K	–	466
2023 Q4	$396K	Buy	+2,258	New	+$371K	0.07%	350

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

Linden Thomas Advisory Services's IWY Position: Q1 2026 in Review

Linden Thomas Advisory Services sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2026, closing a stake of 3,433 shares — an estimated $951K sold.

Linden Thomas Advisory Services first reported a position in IWY in Q4 2023 and held it in 3 quarters. The position peaked at $951K in Q4 2025. 643 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Linden Thomas Advisory Services reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2026 after selling out during the quarter.
Linden Thomas Advisory Services sold 3,433 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $951K.
Linden Thomas Advisory Services first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and held it in 3 quarters.
Linden Thomas Advisory Services's iShares Russell Top 200 Growth ETF position peaked at $951K in Q4 2025.
643 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q1 2026, filed 10 Apr 2026.