Pine Valley Investments’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Pine Valley Investments’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	$545K	Buy	1,875 +47	+3%	+$13.3K	0.02%	387
2026 Q1	$455K	Buy	1,828 +1	+0.1%	+$265	0.02%	395
2025 Q4	$506K	Buy	1,827 +2	+0.1%	+$554	0.02%	361
2025 Q3	$499K	Buy	1,825 +2	+0.1%	+$517	0.02%	356
2025 Q2	$449K	Buy	1,823 +70	+4%	+$15.6K	0.03%	356
2025 Q1	$370K	Sell	1,753 -1,745	-50%	-$401K	0.02%	382
2024 Q4	$823K	Buy	+3,498	New	+$803K	0.05%	266

Other funds holding IWY

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Pine Valley Investments's IWY Position: Q2 2026 in Review

Pine Valley Investments increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.6% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,875 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #387.

Pine Valley Investments first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $823K in Q4 2024. 372 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Pine Valley Investments held 1,875 shares of iShares Russell Top 200 Growth ETF worth $545K as of Q2 2026.
Pine Valley Investments bought 47 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $13.3K.
iShares Russell Top 200 Growth ETF made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #387 holding.
Pine Valley Investments first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Pine Valley Investments's iShares Russell Top 200 Growth ETF position peaked at $823K in Q4 2024.
372 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.