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Regatta Research & Money Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Regatta Research & Money 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
Q2 		$68.9K Buy
+237
New +$66.9K 0.07% 219

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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Regatta Research & Money Management's IWY Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 237 shares worth $68.9K. The stake represents 0.07% of the portfolio and ranks #219 among its holdings.

570 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Regatta Research & Money Management held 237 shares of iShares Russell Top 200 Growth ETF worth $68.9K as of Q2 2026.
  • iShares Russell Top 200 Growth ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.07% of Regatta Research & Money Management's portfolio in Q2 2026, its #219 holding.
  • 570 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.