Operose Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Operose Advisors’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	$384K	Buy	+1,320	New	+$373K	0.07%	114
2025 Q4	–	Sell	-6	Closed	-$1.65K	–	485
2025 Q3	$1.65K	Sell	6 -995	-99%	-$257K	﹤0.01%	412
2025 Q2	$247K	Hold	1,001	–	–	0.07%	115
2025 Q1	$211K	Hold	1,001	–	–	0.07%	118
2024 Q4	$236K	Sell	1,001 -217	-18%	-$49.8K	0.08%	111
2024 Q3	$268K	Hold	1,218	–	–	0.09%	118
2024 Q2	$261K	Hold	1,218	–	–	0.09%	116
2024 Q1	$238K	Buy	1,218 +6	+0.5%	+$1.12K	0.08%	138
2023 Q4	$212K	Sell	1,212 -888	-42%	-$146K	0.09%	105
2023 Q3	$323K	Buy	+2,100	New	+$335K	0.13%	79

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

Operose Advisors's IWY Position: Q2 2026 in Review

Operose Advisors opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 1,320 shares worth $384K. The stake represents 0.07% of the portfolio and ranks #114 among its holdings. This is a return to the name: Operose Advisors previously reported a position in IWY as recently as Q3 2025.

Operose Advisors first reported a position in IWY in Q3 2023 and has held it in 10 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Operose Advisors held 1,320 shares of iShares Russell Top 200 Growth ETF worth $384K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Operose Advisors position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.07% of Operose Advisors's portfolio in Q2 2026, its #114 holding.
Operose Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and has held it in 10 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.