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McIlrath & Eck’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

McIlrath & Eck’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 		$5.89M Buy
23,663
+829
+4% +$220K 0.44% 45
2025
Q4 		$6.32M Sell
22,834
-4,043
-15% -$1.12M 0.59% 36
2025
Q3 		$7.35M Buy
26,877
+315
+1% +$81.5K 0.76% 31
2025
Q2 		$6.55M Buy
26,562
+3,201
+14% +$713K 0.75% 31
2025
Q1 		$4.93M Sell
23,361
-2,335
-9% -$537K 0.61% 32
2024
Q4 		$6.05M Buy
25,696
+420
+2% +$96.4K 0.77% 28
2024
Q3 		$5.56M Buy
25,276
+677
+3% +$144K 0.72% 28
2024
Q2 		$5.28M Sell
24,599
-12,506
-34% -$2.49M 0.78% 24
2024
Q1 		$7.24M Sell
37,105
-18,383
-33% -$3.44M 1.15% 18
2023
Q4 		$9.72M Buy
55,488
+3,369
+6% +$553K 1.71% 16
2023
Q3 		$8.02M Buy
52,119
+3,215
+7% +$513K 1.61% 15
2023
Q2 		$7.75M Buy
48,904
+21,344
+77% +$3.11M 1.63% 14
2023
Q1 		$3.83M Buy
27,560
+4,750
+21% +$617K 0.89% 18
2022
Q4 		$2.75M Sell
22,810
-6,696
-23% -$832K 0.71% 17
2022
Q3 		$3.53M Buy
+29,506
New +$3.96M 0.97% 17

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $377B 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 $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

McIlrath & Eck's IWY Position: Q1 2026 in Review

McIlrath & Eck increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3.6% in Q1 2026, buying an estimated $220K and bringing the position to 23,663 shares worth $5.89M. The position accounts for 0.44% of the portfolio, ranked #45.

McIlrath & Eck first reported a position in IWY in Q3 2022 and has held it in 15 quarters since. The position peaked at $9.72M in Q4 2023. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • McIlrath & Eck held 23,663 shares of iShares Russell Top 200 Growth ETF worth $5.89M as of Q1 2026.
  • McIlrath & Eck bought 829 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $220K.
  • iShares Russell Top 200 Growth ETF made up 0.44% of McIlrath & Eck's portfolio in Q1 2026, its #45 holding.
  • McIlrath & Eck first reported a position in iShares Russell Top 200 Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • McIlrath & Eck's iShares Russell Top 200 Growth ETF position peaked at $9.72M in Q4 2023.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.