Prospect Financial Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Prospect Financial Services’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	$954K	Buy	3,281 +73	+2%	+$20.6K	0.48%	46
2026 Q1	$798K	Sell	3,208 -560	-15%	-$148K	0.49%	41
2025 Q4	$1.04M	Sell	3,768 -63	-2%	-$17.5K	0.6%	35
2025 Q3	$1.05M	Sell	3,831 -240	-6%	-$62.1K	0.6%	34
2025 Q2	$1M	Buy	4,071 +425	+12%	+$94.6K	0.63%	40
2025 Q1	$769K	Buy	3,646 +2,119	+139%	+$487K	0.43%	41
2024 Q4	$359K	Buy	+1,527	New	+$351K	0.2%	77

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

Prospect Financial Services's IWY Position: Q2 2026 in Review

Prospect Financial Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.3% in Q2 2026, buying an estimated $20.6K and bringing the position to 3,281 shares worth $954K. The position accounts for 0.48% of the portfolio, ranked #46.

Prospect Financial Services first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q3 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Prospect Financial Services held 3,281 shares of iShares Russell Top 200 Growth ETF worth $954K as of Q2 2026.
Prospect Financial Services bought 73 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $20.6K.
iShares Russell Top 200 Growth ETF made up 0.48% of Prospect Financial Services's portfolio in Q2 2026, its #46 holding.
Prospect Financial Services first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Prospect Financial Services's iShares Russell Top 200 Growth ETF position peaked at $1.05M in Q3 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.