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One Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

One Capital Management’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 		$40.6M Buy
162,986
+78,643
+93% +$20.8M 1.11% 20
2025
Q4 		$23.4M Buy
84,343
+33,555
+66% +$9.3M 0.71% 26
2025
Q3 		$13.9M Sell
50,788
-11,278
-18% -$2.92M 0.44% 55
2025
Q2 		$15.3M Sell
62,066
-164,149
-73% -$36.5M 0.53% 43
2025
Q1 		$47.7M Sell
226,215
-9,499
-4% -$2.19M 1.61% 12
2024
Q4 		$55.5M Sell
235,714
-2,601
-1% -$597K 1.84% 9
2024
Q3 		$52.4M Buy
238,315
+6,076
+3% +$1.29M 1.67% 11
2024
Q2 		$49.8M Buy
232,239
+204
+0.1% +$40.7K 1.7% 13
2024
Q1 		$45.3M Sell
232,035
-2,947
-1% -$551K 1.64% 16
2023
Q4 		$41.2M Sell
234,982
-21,157
-8% -$3.47M 1.63% 15
2023
Q3 		$39.4M Buy
256,139
+21,620
+9% +$3.45M 1.75% 13
2023
Q2 		$37.2M Buy
234,519
+200,806
+596% +$29.3M 1.68% 14
2023
Q1 		$4.68M Hold
33,713
– – 0.23% 110
2022
Q4 		$4.06M Sell
33,713
-261
-0.8% -$32.4K 0.22% 110
2022
Q3 		$4.06M Sell
33,974
-545
-2% -$73.2K 0.24% 99
2022
Q2 		$4.32M Sell
34,519
-473
-1% -$64.9K 0.26% 98
2022
Q1 		$5.56M Buy
+34,992
New +$5.45M 0.29% 91

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

One Capital Management's IWY Position: Q1 2026 in Review

One Capital Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 93% in Q1 2026, buying an estimated $20.8M and bringing the position to 162,986 shares worth $40.6M. The position accounts for 1.11% of the portfolio, ranked #20.

One Capital Management first reported a position in IWY in Q1 2022 and has held it in 17 quarters since. The position peaked at $55.5M in Q4 2024. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • One Capital Management held 162,986 shares of iShares Russell Top 200 Growth ETF worth $40.6M as of Q1 2026.
  • One Capital Management bought 78,643 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $20.8M.
  • iShares Russell Top 200 Growth ETF made up 1.11% of One Capital Management's portfolio in Q1 2026, its #20 holding.
  • One Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • One Capital Management's iShares Russell Top 200 Growth ETF position peaked at $55.5M in Q4 2024.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.