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Oppenheimer & Co’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Oppenheimer & Co’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 		$226K Buy
+777
New +$219K ﹤0.01% 1606
2026
Q1 		– Sell
-790
Closed -$219K – 1746
2025
Q4 		$219K Sell
790
-379
-32% -$105K ﹤0.01% 1397
2025
Q3 		$320K Buy
1,169
+63
+6% +$16.3K ﹤0.01% 1351
2025
Q2 		$273K Buy
+1,106
New +$246K ﹤0.01% 1395
2024
Q3 		– Sell
-2,638
Closed -$566K – 1548
2024
Q2 		$566K Hold
2,638
– – 0.01% 969
2024
Q1 		$515K Sell
2,638
-141
-5% -$26.4K 0.01% 975
2023
Q4 		$487K Buy
2,779
+470
+20% +$77.1K 0.01% 972
2023
Q3 		$355K Hold
2,309
– – 0.01% 1078
2023
Q2 		$366K Hold
2,309
– – 0.01% 1090
2023
Q1 		$321K Sell
2,309
-24
-1% -$3.12K 0.01% 1115
2022
Q4 		$281K Sell
2,333
-2,361
-50% -$293K 0.01% 1108
2022
Q3 		$561K Buy
4,694
+2,284
+95% +$307K 0.01% 854
2022
Q2 		$302K Sell
2,410
-37,214
-94% -$5.11M 0.01% 1107
2022
Q1 		$6.29M Buy
39,624
+28,515
+257% +$4.45M 0.11% 216
2021
Q4 		$1.93M Buy
11,109
+7,234
+187% +$1.21M 0.03% 521
2021
Q3 		$592K Hold
3,875
– – 0.01% 950
2021
Q2 		$584K Sell
3,875
-300
-7% -$42.9K 0.01% 954
2021
Q1 		$562K Sell
4,175
-2,352
-36% -$315K 0.01% 916
2020
Q4 		$869K Buy
6,527
+101
+2% +$12.7K 0.02% 698
2020
Q3 		$780K Sell
6,426
-29
-0.4% -$3.42K 0.02% 672
2020
Q2 		$688K Sell
6,455
-744
-10% -$72.9K 0.02% 693
2020
Q1 		$606K Buy
7,199
+572
+9% +$54.4K 0.02% 671
2019
Q4 		$640K Sell
6,627
-715
-10% -$65.3K 0.02% 754
2019
Q3 		$639K Sell
7,342
-980
-12% -$85.5K 0.02% 715
2019
Q2 		$714K Sell
8,322
-537
-6% -$45.2K 0.02% 692
2019
Q1 		$728K Buy
8,859
+2,439
+38% +$191K 0.02% 682
2018
Q4 		$461K Buy
6,420
+2,780
+76% +$215K 0.01% 761
2018
Q3 		$311K Sell
3,640
-1,201
-25% -$99.2K 0.01% 1052
2018
Q2 		$380K Buy
+4,841
New +$371K 0.01% 972

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 19.34% 1-Year Est. Return
Ameriprise
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Oppenheimer & Co's IWY Position: Q2 2026 in Review

Oppenheimer & Co opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 777 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1606 among its holdings. This is a return to the name: Oppenheimer & Co previously reported a position in IWY as recently as Q4 2025.

Oppenheimer & Co first reported a position in IWY in Q2 2018 and has held it in 29 quarters since. The position peaked at $6.29M in Q1 2022. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Oppenheimer & Co held 777 shares of iShares Russell Top 200 Growth ETF worth $226K as of Q2 2026.
  • iShares Russell Top 200 Growth ETF was a new Oppenheimer & Co position in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1606 holding.
  • Oppenheimer & Co first reported a position in iShares Russell Top 200 Growth ETF in Q2 2018 and has held it in 29 quarters since.
  • Oppenheimer & Co's iShares Russell Top 200 Growth ETF position peaked at $6.29M in Q1 2022.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.