Retireful LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Retireful LLC’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	$395K	Hold	1,393	–	–	0.37%	58
2026 Q1	$378K	Buy	+1,393	New	+$369K	0.53%	51
2025 Q1	–	Sell	-2,169	Closed	-$510K	–	136
2024 Q4	$510K	Hold	2,169	–	–	0.29%	96
2024 Q3	$477K	Buy	2,169 +63	+3%	+$13.4K	0.35%	60
2024 Q2	$452K	Sell	2,106 -1,094	-34%	-$218K	0.21%	88
2024 Q1	$624K	Buy	+3,200	New	+$598K	0.26%	87
2023 Q2	–	Sell	-5,950	Closed	-$827K	–	95
2023 Q1	$827K	Buy	+5,950	New	+$772K	0.27%	30
2022 Q2	–	Sell	-1,663	Closed	-$233K	–	15
2022 Q1	$233K	Buy	+1,663	New	+$259K	5.6%	11

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

Retireful LLC's IWY Position: Q2 2026 in Review

Retireful LLC held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,393 shares worth $395K. The position accounts for 0.37% of the portfolio, ranked #58.

Retireful LLC first reported a position in IWY in Q1 2022 and has held it in 8 quarters since. The position peaked at $827K in Q1 2023. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Retireful LLC held 1,393 shares of iShares Russell Top 200 Growth ETF worth $395K as of Q2 2026.
Retireful LLC left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.37% of Retireful LLC's portfolio in Q2 2026, its #58 holding.
Retireful LLC first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 8 quarters since.
Retireful LLC's iShares Russell Top 200 Growth ETF position peaked at $827K in Q1 2023.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.