Osaic Holdings
IWY icon

Osaic Holdings’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Osaic Holdings’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 		$181M Buy
622,017
+53,978
+10% +$15.2M 0.21% 88
2026
Q1 		$141M Buy
568,039
+27,818
+5% +$7.37M 0.21% 98
2025
Q4 		$150M Sell
540,221
-30,259
-5% -$8.38M 0.22% 80
2025
Q3 		$152M Buy
570,480
+194,311
+52% +$50.3M 0.21% 84
2025
Q2 		$92.8M Buy
376,169
+41,896
+13% +$9.33M 0.17% 122
2025
Q1 		$70.6M Sell
334,273
-85,026
-20% -$19.6M 0.16% 126
2024
Q4 		$92.1M Buy
419,299
+149,603
+55% +$34.3M 0.21% 94
2024
Q3 		$59.4M Sell
269,696
-154,866
-36% -$33M 0.13% 147
2024
Q2 		$91.1M Sell
424,562
-83,718
-16% -$16.7M 0.22% 91
2024
Q1 		$99.2M Sell
508,280
-602,877
-54% -$113M 0.22% 91
2023
Q4 		$195M Buy
1,111,157
+584,868
+111% +$96M 0.34% 53
2023
Q3 		$81M Sell
526,289
-1,275,944
-71% -$204M 0.12% 159
2023
Q2 		$286M Buy
1,802,233
+56,564
+3% +$8.25M 0.51% 27
2023
Q1 		$243M Buy
1,745,669
+1,397,226
+401% +$181M 0.46% 30
2022
Q4 		$42M Buy
348,443
+5,761
+2% +$716K 0.09% 227
2022
Q3 		$40.9M Buy
342,682
+16,049
+5% +$2.15M 0.09% 202
2022
Q2 		$40.9M Sell
326,633
-10,126
-3% -$1.39M 0.09% 221
2022
Q1 		$50.4M Sell
336,759
-58,514
-15% -$9.12M 0.1% 203
2021
Q4 		$68.6M Buy
395,273
+117,581
+42% +$19.6M 0.13% 166
2021
Q3 		$42.5M Buy
277,692
+60,459
+28% +$9.54M 0.09% 223
2021
Q2 		$32.7M Sell
217,233
-4,272
-2% -$611K 0.07% 273
2021
Q1 		$29.8M Sell
221,505
-8,522
-4% -$1.14M 0.07% 264
2020
Q4 		$30.6M Sell
230,027
-40,440
-15% -$5.1M 0.08% 229
2020
Q3 		$32.7M Sell
270,467
-111,657
-29% -$13.2M 0.1% 205
2020
Q2 		$40.7M Buy
382,124
+88,662
+30% +$8.69M 0.14% 156
2020
Q1 		$24.7M Buy
+293,462
New +$27.9M 0.1% 203

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

Osaic Holdings's IWY Position: Q2 2026 in Review

Osaic Holdings increased its iShares Russell Top 200 Growth ETF (IWY) stake by 9.5% in Q2 2026, buying an estimated $15.2M and bringing the position to 622,017 shares worth $181M. The position accounts for 0.21% of the portfolio, ranked #88.

Osaic Holdings first reported a position in IWY in Q1 2020 and has held it in 26 quarters since. The position peaked at $286M in Q2 2023. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Osaic Holdings held 622,017 shares of iShares Russell Top 200 Growth ETF worth $181M as of Q2 2026.
  • Osaic Holdings bought 53,978 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $15.2M.
  • iShares Russell Top 200 Growth ETF made up 0.21% of Osaic Holdings's portfolio in Q2 2026, its #88 holding.
  • Osaic Holdings first reported a position in iShares Russell Top 200 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's iShares Russell Top 200 Growth ETF position peaked at $286M in Q2 2023.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.