Post Resch Tallon Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Post Resch Tallon Group’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	$2.21M	Sell	7,613 -180	-2%	-$50.8K	1.53%	19
2026 Q1	$1.96M	Sell	7,793 -560	-7%	-$148K	1.58%	18
2025 Q4	$2.31M	Buy	8,353 +12	+0.1%	+$3.33K	1.95%	14
2025 Q3	$2.28M	Buy	8,341 +120	+1%	+$31K	2.02%	15
2025 Q2	$2.03M	Sell	8,221 -125	-1%	-$27.8K	1.95%	15
2025 Q1	$1.76M	Buy	8,346 +314	+4%	+$72.2K	1.79%	17
2024 Q4	$1.88M	Buy	+8,032	New	+$1.84M	1.81%	16

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

Post Resch Tallon Group's IWY Position: Q2 2026 in Review

Post Resch Tallon Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.3% in Q2 2026, selling an estimated $50.8K and leaving 7,613 shares worth $2.21M. The position accounts for 1.53% of the portfolio, ranked #19.

Post Resch Tallon Group first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.31M in Q4 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Post Resch Tallon Group held 7,613 shares of iShares Russell Top 200 Growth ETF worth $2.21M as of Q2 2026.
Post Resch Tallon Group sold 180 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $50.8K.
iShares Russell Top 200 Growth ETF made up 1.53% of Post Resch Tallon Group's portfolio in Q2 2026, its #19 holding.
Post Resch Tallon Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Post Resch Tallon Group's iShares Russell Top 200 Growth ETF position peaked at $2.31M in Q4 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.