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 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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Moors & Cabot's IWY Position: Q2 2026 in Review

Moors & Cabot held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,137 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #712.

Moors & Cabot first reported a position in IWY in Q1 2016 and has held it in 13 quarters since. The position peaked at $416K in Q2 2025. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Moors & Cabot held 1,137 shares of iShares Russell Top 200 Growth ETF worth $330K as of Q2 2026.
Moors & Cabot left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #712 holding.
Moors & Cabot first reported a position in iShares Russell Top 200 Growth ETF in Q1 2016 and has held it in 13 quarters since.
Moors & Cabot's iShares Russell Top 200 Growth ETF position peaked at $416K in Q2 2025.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.