PTC
IWY icon

Private Trust Company’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Private Trust Company’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 		$2.57M Sell
8,830
-329
-4% -$92.9K 0.21% 106
2026
Q1 		$2.28M Buy
9,159
+529
+6% +$140K 0.2% 108
2025
Q4 		$2.39M Buy
8,630
+1,081
+14% +$299K 0.21% 100
2025
Q3 		$2.07M Buy
7,549
+1,311
+21% +$339K 0.18% 119
2025
Q2 		$1.54M Buy
6,238
+997
+19% +$222K 0.15% 150
2025
Q1 		$1.11M Sell
5,241
-87
-2% -$20K 0.11% 203
2024
Q4 		$1.25M Sell
5,328
-103
-2% -$23.6K 0.13% 173
2024
Q3 		$1.2M Buy
5,431
+23
+0.4% +$4.89K 0.12% 183
2024
Q2 		$1.16M Buy
5,408
+1,145
+27% +$228K 0.12% 182
2024
Q1 		$832K Buy
4,263
+59
+1% +$11K 0.09% 242
2023
Q4 		$737K Buy
4,204
+1,137
+37% +$187K 0.09% 257
2023
Q3 		$472K Sell
3,067
-93
-3% -$14.8K 0.06% 327
2023
Q2 		$501K Sell
3,160
-497
-14% -$72.5K 0.06% 316
2023
Q1 		$508K Sell
3,657
-59
-2% -$7.66K 0.07% 303
2022
Q4 		$448K Buy
3,716
+2,413
+185% +$300K 0.07% 311
2022
Q3 		$156K Buy
1,303
+185
+17% +$24.8K 0.03% 545
2022
Q2 		$140K Buy
+1,118
New +$153K 0.02% 580

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Trust Company's IWY Position: Q2 2026 in Review

Private Trust Company reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3.6% in Q2 2026, selling an estimated $92.9K and leaving 8,830 shares worth $2.57M. The position accounts for 0.21% of the portfolio, ranked #106.

Private Trust Company first reported a position in IWY in Q2 2022 and has held it in 17 quarters since. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Private Trust Company held 8,830 shares of iShares Russell Top 200 Growth ETF worth $2.57M as of Q2 2026.
  • Private Trust Company sold 329 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $92.9K.
  • iShares Russell Top 200 Growth ETF made up 0.21% of Private Trust Company's portfolio in Q2 2026, its #106 holding.
  • Private Trust Company first reported a position in iShares Russell Top 200 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.