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

Pallas Capital 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	$1.24M	Hold	4,271	–	–	0.04%	306
2026 Q1	$1.06M	Hold	4,271	–	–	0.04%	316
2025 Q4	$1.18M	Hold	4,271	–	–	0.04%	322
2025 Q3	$1.17M	Hold	4,271	–	–	0.04%	308
2025 Q2	$1.05M	Hold	4,271	–	–	0.04%	320
2025 Q1	$901K	Hold	4,271	–	–	0.04%	317
2024 Q4	$1M	Hold	4,271	–	–	0.04%	233
2024 Q3	$953K	Hold	4,271	–	–	0.04%	232
2024 Q2	$913K	Hold	4,271	–	–	0.04%	218
2024 Q1	$833K	Sell	4,271 -273	-6%	-$51K	0.03%	224
2023 Q4	$796K	Hold	4,544	–	–	0.04%	224
2023 Q3	$690K	Hold	4,544	–	–	0.04%	204
2023 Q2	$741K	Sell	4,544 -100	-2%	-$14.6K	0.03%	173
2023 Q1	$644K	Hold	4,644	–	–	0.06%	168
2022 Q4	$586K	Hold	4,644	–	–	0.06%	176
2022 Q3	$548K	Hold	4,644	–	–	0.06%	161
2022 Q2	$620K	Hold	4,644	–	–	0.09%	140
2022 Q1	$693K	Hold	4,644	–	–	0.09%	138
2021 Q4	$712K	Hold	4,644	–	–	0.09%	153
2021 Q3	$783K	Hold	4,644	–	–	0.09%	179
2021 Q2	$731K	Buy	+4,644	New	+$665K	0.1%	151

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Pallas Capital Advisors's IWY Position: Q2 2026 in Review

Pallas Capital Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 4,271 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #306.

Pallas Capital Advisors first reported a position in IWY in Q2 2021 and has held it in 21 quarters since. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Pallas Capital Advisors held 4,271 shares of iShares Russell Top 200 Growth ETF worth $1.24M as of Q2 2026.
Pallas Capital Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.04% of Pallas Capital Advisors's portfolio in Q2 2026, its #306 holding.
Pallas Capital Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and has held it in 21 quarters since.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.