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IWY icon

&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
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 $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

&Partners's IWY Position: Q1 2026 in Review

&Partners increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.5% in Q1 2026, buying an estimated $40.5K and bringing the position to 10,059 shares worth $2.5M. The position accounts for 0.01% of the portfolio, ranked #809.

&Partners first reported a position in IWY in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.74M in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • &Partners held 10,059 shares of iShares Russell Top 200 Growth ETF worth $2.5M as of Q1 2026.
  • &Partners bought 153 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $40.5K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #809 holding.
  • &Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • &Partners's iShares Russell Top 200 Growth ETF position peaked at $2.74M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.