Rather & Kittrell’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Rather & Kittrell’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	$250K	Hold	860	–	–	0.03%	101
2026 Q1	$214K	Hold	860	–	–	0.03%	106
2025 Q4	$238K	Hold	860	–	–	0.04%	99
2025 Q3	$235K	Hold	860	–	–	0.04%	92
2025 Q2	$212K	Buy	+860	New	+$191K	0.04%	85
2025 Q1	–	Sell	-860	Closed	-$202K	–	86
2024 Q4	$202K	Buy	+860	New	+$197K	0.05%	80

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

Rather & Kittrell's IWY Position: Q2 2026 in Review

Rather & Kittrell held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 860 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #101.

Rather & Kittrell first reported a position in IWY in Q4 2024 and has held it in 6 quarters since. 683 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Rather & Kittrell held 860 shares of iShares Russell Top 200 Growth ETF worth $250K as of Q2 2026.
Rather & Kittrell left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.03% of Rather & Kittrell's portfolio in Q2 2026, its #101 holding.
Rather & Kittrell first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 6 quarters since.
683 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.