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 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 $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Retireful LLC's IWY Position: Q1 2026 in Review

Retireful LLC opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q1 2026: 1,393 shares worth $378K. The stake represents 0.53% of the portfolio and ranks #51 among its holdings. This is a return to the name: Retireful LLC previously reported a position in IWY as recently as Q4 2024.

Retireful LLC first reported a position in IWY in Q1 2022 and has held it in 7 quarters since. The position peaked at $827K in Q1 2023. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Retireful LLC held 1,393 shares of iShares Russell Top 200 Growth ETF worth $378K as of Q1 2026.
iShares Russell Top 200 Growth ETF was a new Retireful LLC position in Q1 2026.
iShares Russell Top 200 Growth ETF made up 0.53% of Retireful LLC's portfolio in Q1 2026, its #51 holding.
Retireful LLC first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 7 quarters since.
Retireful LLC's iShares Russell Top 200 Growth ETF position peaked at $827K in Q1 2023.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.