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

Peachtree Investment 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	$218K	Buy	+750	New	+$212K	0.07%	101
2026 Q1	–	Sell	-950	Closed	-$263K	–	131
2025 Q4	$263K	Hold	950	–	–	0.09%	76
2025 Q3	$260K	Hold	950	–	–	0.09%	82
2025 Q2	$234K	Hold	950	–	–	0.09%	88
2025 Q1	$200K	Sell	950 -40	-4%	-$9.2K	0.08%	91
2024 Q4	$233K	Sell	990 -250	-20%	-$57.4K	0.09%	76
2024 Q3	$273K	Buy	+1,240	New	+$264K	0.1%	72

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

Peachtree Investment Partners's IWY Position: Q2 2026 in Review

Peachtree Investment Partners opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 750 shares worth $218K. The stake represents 0.07% of the portfolio and ranks #101 among its holdings. This is a return to the name: Peachtree Investment Partners previously reported a position in IWY as recently as Q4 2025.

Peachtree Investment Partners first reported a position in IWY in Q3 2024 and has held it in 7 quarters since. The position peaked at $273K in Q3 2024. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Peachtree Investment Partners held 750 shares of iShares Russell Top 200 Growth ETF worth $218K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Peachtree Investment Partners position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.07% of Peachtree Investment Partners's portfolio in Q2 2026, its #101 holding.
Peachtree Investment Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Peachtree Investment Partners's iShares Russell Top 200 Growth ETF position peaked at $273K in Q3 2024.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.