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

&Partners’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	$3.18M	Buy	10,931 +872	+9%	+$246K	0.01%	784
2026 Q1	$2.5M	Buy	10,059 +153	+2%	+$40.5K	0.01%	809
2025 Q4	$2.74M	Buy	9,906 +200	+2%	+$55.4K	0.01%	719
2025 Q3	$2.66M	Sell	9,706 -36	-0.4%	-$9.31K	0.02%	635
2025 Q2	$2.4M	Buy	9,742 +845	+9%	+$188K	0.02%	598
2025 Q1	$1.87M	Buy	8,897 +458	+5%	+$105K	0.02%	565
2024 Q4	$2.01M	Buy	8,439 +3,416	+68%	+$784K	0.02%	499
2024 Q3	$1.16M	Buy	+5,023	New	+$1.07M	0.02%	518

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

&Partners's IWY Position: Q2 2026 in Review

&Partners increased its iShares Russell Top 200 Growth ETF (IWY) stake by 8.7% in Q2 2026, buying an estimated $246K and bringing the position to 10,931 shares worth $3.18M. The position accounts for 0.01% of the portfolio, ranked #784.

&Partners first reported a position in IWY in Q3 2024 and has held it in 8 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

&Partners held 10,931 shares of iShares Russell Top 200 Growth ETF worth $3.18M as of Q2 2026.
&Partners bought 872 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $246K.
iShares Russell Top 200 Growth ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #784 holding.
&Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 8 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.