Portfolio Strategies’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Portfolio Strategies’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	$61.8M	Sell	248,470 -4,708	-2%	-$1.25M	7.62%	5
2025 Q4	$70.1M	Sell	253,178 -7,198	-3%	-$1.99M	8.12%	5
2025 Q3	$71.2M	Sell	260,376 -4,454	-2%	-$1.15M	8.28%	4
2025 Q2	$65.2M	Sell	264,830 -5,879	-2%	-$1.31M	8.5%	3
2025 Q1	$57.1M	Sell	270,709 -1,283	-0.5%	-$295K	8.84%	3
2024 Q4	$64M	Sell	271,992 -7,301	-3%	-$1.68M	9.08%	3
2024 Q3	$61.4M	Buy	279,293 +8,386	+3%	+$1.78M	8.29%	4
2024 Q2	$58.1M	Buy	270,907 +59,634	+28%	+$11.9M	7.92%	4
2024 Q1	$41.2M	Buy	211,273 +38,977	+23%	+$7.29M	2.8%	12
2023 Q4	$30.2M	Buy	172,296 +76,995	+81%	+$12.6M	5.02%	11
2023 Q3	$14.7M	Buy	+95,301	New	+$15.2M	2.83%	14
2020 Q4	–	Sell	-29,910	Closed	-$3.6M	–	57
2020 Q3	$3.6M	Buy	29,910 +18,369	+159%	+$2.16M	1%	21
2020 Q2	$1.23M	Sell	11,541 -539	-4%	-$52.8K	0.44%	27
2020 Q1	$1.02M	Buy	+12,080	New	+$1.15M	0.58%	25

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Portfolio Strategies's IWY Position: Q1 2026 in Review

Portfolio Strategies reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.9% in Q1 2026, selling an estimated $1.25M and leaving 248,470 shares worth $61.8M. The position accounts for 7.62% of the portfolio, ranked #5.

Portfolio Strategies first reported a position in IWY in Q1 2020 and has held it in 14 quarters since. The position peaked at $71.2M in Q3 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Portfolio Strategies held 248,470 shares of iShares Russell Top 200 Growth ETF worth $61.8M as of Q1 2026.
Portfolio Strategies sold 4,708 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $1.25M.
iShares Russell Top 200 Growth ETF made up 7.62% of Portfolio Strategies's portfolio in Q1 2026, its #5 holding.
Portfolio Strategies first reported a position in iShares Russell Top 200 Growth ETF in Q1 2020 and has held it in 14 quarters since.
Portfolio Strategies's iShares Russell Top 200 Growth ETF position peaked at $71.2M in Q3 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Portfolio Strategies's 13F filing for Q1 2026, filed 5 May 2026.