Norris Perne & French’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Norris Perne & French’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	-2,800	Closed	-$775K	–	169
2025 Q4	$775K	Hold	2,800	–	–	0.05%	92
2025 Q3	$766K	Hold	2,800	–	–	0.05%	88
2025 Q2	$690K	Hold	2,800	–	–	0.05%	91
2025 Q1	$591K	Hold	2,800	–	–	0.04%	89
2024 Q4	$659K	Hold	2,800	–	–	0.05%	84
2024 Q3	$616K	Hold	2,800	–	–	0.04%	90
2024 Q2	$601K	Hold	2,800	–	–	0.04%	89
2024 Q1	$546K	Hold	2,800	–	–	0.04%	90
2023 Q4	$491K	Hold	2,800	–	–	0.04%	86
2023 Q3	$431K	Hold	2,800	–	–	0.04%	89
2023 Q2	$444K	Hold	2,800	–	–	0.04%	85
2023 Q1	$389K	Hold	2,800	–	–	0.04%	93
2022 Q4	$337K	Hold	2,800	–	–	0.03%	104
2022 Q3	$335K	Hold	2,800	–	–	0.03%	102
2022 Q2	$351K	Hold	2,800	–	–	0.03%	98
2022 Q1	$445K	Hold	2,800	–	–	0.04%	96
2021 Q4	$485K	Hold	2,800	–	–	0.04%	97
2021 Q3	$427K	Hold	2,800	–	–	0.04%	99
2021 Q2	$422K	Hold	2,800	–	–	0.04%	99
2021 Q1	$377K	Hold	2,800	–	–	0.04%	99
2020 Q4	$373K	Hold	2,800	–	–	0.04%	118
2020 Q3	$340K	Hold	2,800	–	–	0.04%	115
2020 Q2	$299K	Hold	2,800	–	–	0.04%	109
2020 Q1	$236K	Hold	2,800	–	–	0.04%	99
2019 Q4	$270K	Hold	2,800	–	–	0.03%	118
2019 Q3	$244K	Hold	2,800	–	–	0.03%	123
2019 Q2	$240K	Hold	2,800	–	–	0.03%	124
2019 Q1	$230K	Hold	2,800	–	–	0.03%	118
2018 Q4	$201K	Hold	2,800	–	–	0.03%	121
2018 Q3	$239K	Hold	2,800	–	–	0.03%	127
2018 Q2	$219K	Hold	2,800	–	–	0.03%	132
2018 Q1	$207K	Hold	2,800	–	–	0.03%	139
2017 Q4	$205K	Buy	+2,800	New	+$199K	0.03%	145

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Norris Perne & French's IWY Position: Q1 2026 in Review

Norris Perne & French sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2026, closing a stake of 2,800 shares — an estimated $775K sold.

Norris Perne & French first reported a position in IWY in Q4 2017 and held it in 33 quarters. The position peaked at $775K in Q4 2025. 644 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Norris Perne & French reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2026 after selling out during the quarter.
Norris Perne & French sold 2,800 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $775K.
Norris Perne & French first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 and held it in 33 quarters.
Norris Perne & French's iShares Russell Top 200 Growth ETF position peaked at $775K in Q4 2025.
644 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Norris Perne & French's 13F filing for Q1 2026, filed 22 Apr 2026.