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NorthRock Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

NorthRock Partners’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
-875
Closed -$242K – 708
2025
Q4 		$242K Buy
+875
New +$242K ﹤0.01% 518

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 19.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NorthRock Partners's IWY Position: Q1 2026 in Review

NorthRock Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2026, closing a stake of 875 shares — an estimated $242K sold.

NorthRock Partners first reported a position in IWY in Q4 2025 and held it in 1 quarter. The position peaked at $242K in Q4 2025. 644 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • NorthRock Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • NorthRock Partners sold 875 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $242K.
  • NorthRock Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and held it in 1 quarter.
  • NorthRock Partners's iShares Russell Top 200 Growth ETF position peaked at $242K in Q4 2025.
  • 644 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.