Pinnacle Associates’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Pinnacle Associates’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	$297K	Hold	1,023	–	–	﹤0.01%	818
2026 Q1	$255K	Sell	1,023 -238	-19%	-$63.1K	﹤0.01%	849
2025 Q4	$349K	Buy	1,261 +238	+23%	+$65.9K	﹤0.01%	741
2025 Q3	$280K	Hold	1,023	–	–	﹤0.01%	766
2025 Q2	$252K	Hold	1,023	–	–	﹤0.01%	778
2025 Q1	$216K	Buy	+1,023	New	+$235K	﹤0.01%	781

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

Pinnacle Associates's IWY Position: Q2 2026 in Review

Pinnacle Associates held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,023 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Pinnacle Associates first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. The position peaked at $349K in Q4 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Pinnacle Associates held 1,023 shares of iShares Russell Top 200 Growth ETF worth $297K as of Q2 2026.
Pinnacle Associates left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #818 holding.
Pinnacle Associates first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Pinnacle Associates's iShares Russell Top 200 Growth ETF position peaked at $349K in Q4 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.