O'Shaughnessy Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

O'Shaughnessy Asset 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 Q2	$308K	Sell	1,060 -414	-28%	-$117K	﹤0.01%	1814
2026 Q1	$367K	Buy	1,474 +360	+32%	+$95.4K	﹤0.01%	1682
2025 Q4	$309K	Buy	1,114 +84	+8%	+$23.3K	﹤0.01%	1760
2025 Q3	$282K	Buy	1,030 +303	+42%	+$78.4K	﹤0.01%	1783
2025 Q2	$179K	Sell	727 -90	-11%	-$20K	﹤0.01%	1853
2025 Q1	$172K	Buy	817 +31	+4%	+$7.13K	﹤0.01%	1806
2024 Q4	$185K	Sell	786 -147	-16%	-$33.7K	﹤0.01%	1762
2024 Q3	$209K	Buy	+933	New	+$199K	﹤0.01%	1663

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

O'Shaughnessy Asset Management's IWY Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 28% in Q2 2026, selling an estimated $117K and leaving 1,060 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

O'Shaughnessy Asset Management first reported a position in IWY in Q3 2024 and has held it in 8 quarters since. The position peaked at $367K in Q1 2026. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

O'Shaughnessy Asset Management held 1,060 shares of iShares Russell Top 200 Growth ETF worth $308K as of Q2 2026.
O'Shaughnessy Asset Management sold 414 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $117K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1814 holding.
O'Shaughnessy Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 8 quarters since.
O'Shaughnessy Asset Management's iShares Russell Top 200 Growth ETF position peaked at $367K in Q1 2026.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.