Oak Harvest Investment Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Oak Harvest Investment Services’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	$9.06M	Sell	31,172 -1,066	-3%	-$301K	0.85%	42
2026 Q1	$8.02M	Buy	32,238 +1,984	+7%	+$526K	0.84%	42
2025 Q4	$8.38M	Buy	30,254 +2,341	+8%	+$649K	0.91%	36
2025 Q3	$7.64M	Buy	27,913 +1,797	+7%	+$465K	0.89%	36
2025 Q2	$6.44M	Buy	26,116 +1,461	+6%	+$325K	0.81%	44
2025 Q1	$5.2M	Buy	24,655 +2,704	+12%	+$622K	0.73%	49
2024 Q4	$5.16M	Buy	21,951 +5,196	+31%	+$1.19M	0.72%	52
2024 Q3	$3.69M	Buy	16,755 +3,046	+22%	+$648K	0.53%	60
2024 Q2	$2.94M	Buy	13,709 +4,209	+44%	+$839K	0.46%	62
2024 Q1	$1.85M	Buy	9,500 +1,484	+19%	+$277K	0.3%	70
2023 Q4	$1.4M	Buy	8,016 +4,031	+101%	+$662K	0.28%	64
2023 Q3	$613K	Buy	3,985 +2,582	+184%	+$412K	0.13%	83
2023 Q2	$223K	Buy	+1,403	New	+$205K	0.05%	105

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

Oak Harvest Investment Services's IWY Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3.3% in Q2 2026, selling an estimated $301K and leaving 31,172 shares worth $9.06M. The position accounts for 0.85% of the portfolio, ranked #42.

Oak Harvest Investment Services first reported a position in IWY in Q2 2023 and has held it in 13 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Oak Harvest Investment Services held 31,172 shares of iShares Russell Top 200 Growth ETF worth $9.06M as of Q2 2026.
Oak Harvest Investment Services sold 1,066 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $301K.
iShares Russell Top 200 Growth ETF made up 0.85% of Oak Harvest Investment Services's portfolio in Q2 2026, its #42 holding.
Oak Harvest Investment Services first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 13 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.