Perennial Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Perennial Investment 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	$51.1M	Buy	175,672 +7,447	+4%	+$2.1M	3.39%	5
2026 Q1	$41.9M	Buy	168,225 +29,070	+21%	+$7.7M	3.34%	7
2025 Q4	$38.6M	Buy	139,155 +18,153	+15%	+$5.03M	3.04%	8
2025 Q3	$33.1M	Buy	121,002 +9,325	+8%	+$2.41M	2.73%	8
2025 Q2	$27.5M	Buy	111,677 +12,511	+13%	+$2.78M	2.66%	7
2025 Q1	$20.9M	Buy	99,166 +30,454	+44%	+$7.01M	2.35%	8
2024 Q4	$16.2M	Buy	68,712 +24,632	+56%	+$5.66M	1.91%	9
2024 Q3	$9.71M	Buy	44,080 +38,316	+665%	+$8.15M	1.26%	15
2024 Q2	$1.24M	Buy	+5,764	New	+$1.15M	0.18%	99

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

Perennial Investment Advisors's IWY Position: Q2 2026 in Review

Perennial Investment Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 4.4% in Q2 2026, buying an estimated $2.1M and bringing the position to 175,672 shares worth $51.1M. The position accounts for 3.39% of the portfolio, ranked #5.

Perennial Investment Advisors first reported a position in IWY in Q2 2024 and has held it in 9 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Perennial Investment Advisors held 175,672 shares of iShares Russell Top 200 Growth ETF worth $51.1M as of Q2 2026.
Perennial Investment Advisors bought 7,447 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $2.1M.
iShares Russell Top 200 Growth ETF made up 3.39% of Perennial Investment Advisors's portfolio in Q2 2026, its #5 holding.
Perennial Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 9 quarters since.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.