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

OxenFree Capital’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	$3.36M	Sell	11,840 -709	-6%	-$200K	1.54%	15
2026 Q1	$3.44M	Sell	12,549 -940	-7%	-$249K	1.67%	16
2025 Q4	$3.74M	Buy	13,489 +2,067	+18%	+$573K	1.96%	14
2025 Q3	$3.17M	Buy	11,422 +205	+2%	+$53K	1.74%	16
2025 Q2	$2.77M	Sell	11,217 -22	-0.2%	-$4.9K	1.7%	16
2025 Q1	$2.18M	Sell	11,239 -112	-1%	-$25.8K	1.66%	16
2024 Q4	$2.67M	Sell	11,351 -347	-3%	-$79.7K	2.01%	15
2024 Q3	$2.57M	Sell	11,698 -331	-3%	-$70.4K	2.02%	15
2024 Q2	$2.58M	Buy	12,029 +3,236	+37%	+$645K	2.25%	14
2024 Q1	$1.72M	Buy	8,793 +205	+2%	+$38.3K	1.57%	16
2023 Q4	$1.5M	Buy	+8,588	New	+$1.41M	1.55%	16

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

OxenFree Capital's IWY Position: Q2 2026 in Review

OxenFree Capital reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 5.6% in Q2 2026, selling an estimated $200K and leaving 11,840 shares worth $3.36M. The position accounts for 1.54% of the portfolio, ranked #15.

OxenFree Capital first reported a position in IWY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.74M in Q4 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

OxenFree Capital held 11,840 shares of iShares Russell Top 200 Growth ETF worth $3.36M as of Q2 2026.
OxenFree Capital sold 709 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $200K.
iShares Russell Top 200 Growth ETF made up 1.54% of OxenFree Capital's portfolio in Q2 2026, its #15 holding.
OxenFree Capital first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 11 quarters since.
OxenFree Capital's iShares Russell Top 200 Growth ETF position peaked at $3.74M in Q4 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on OxenFree Capital's 13F filing for Q2 2026, filed 8 Jul 2026.