Moors & Cabot’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Moors & Cabot’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 Q3	$315K	Sell	1,068 -69	-6%	-$19.8K	0.01%	747
2026 Q2	$330K	Hold	1,137	–	–	0.01%	712
2026 Q1	$283K	Hold	1,137	–	–	0.01%	731
2025 Q4	$315K	Hold	1,137	–	–	0.01%	668
2025 Q3	$311K	Sell	1,137 -549	-33%	-$142K	0.01%	659
2025 Q2	$416K	Hold	1,686	–	–	0.02%	552
2025 Q1	$356K	Buy	1,686 +20	+1%	+$4.6K	0.02%	585
2024 Q4	$392K	Sell	1,666 -92	-5%	-$21.1K	0.02%	576
2024 Q3	$387K	Buy	1,758 +410	+30%	+$87.2K	0.02%	572
2024 Q2	$289K	Buy	1,348 +153	+13%	+$30.5K	0.02%	635
2024 Q1	$233K	Buy	+1,195	New	+$223K	0.01%	762
2016 Q4	–	Sell	-4,229	Closed	-$236K	–	565
2016 Q3	$236K	Sell	4,229 -578	-12%	-$32.2K	0.04%	438
2016 Q2	$260K	Buy	4,807 +600	+14%	+$32.2K	0.05%	396
2016 Q1	$226K	Buy	+4,207	New	+$215K	0.04%	417

Other funds holding IWY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

Moors & Cabot's IWY Position: Q3 2026 in Review

Moors & Cabot reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 6.1% in Q3 2026, selling an estimated $19.8K and leaving 1,068 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #747.

Moors & Cabot first reported a position in IWY in Q1 2016 and has held it in 14 quarters since. The position peaked at $416K in Q2 2025. 399 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Moors & Cabot held 1,068 shares of iShares Russell Top 200 Growth ETF worth $315K as of Q3 2026.
Moors & Cabot sold 69 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $19.8K.
iShares Russell Top 200 Growth ETF made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #747 holding.
Moors & Cabot first reported a position in iShares Russell Top 200 Growth ETF in Q1 2016 and has held it in 14 quarters since.
Moors & Cabot's iShares Russell Top 200 Growth ETF position peaked at $416K in Q2 2025.
399 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.