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 Q3	–	Sell	-1,393	Closed	-$395K	–	100
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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Retireful LLC's IWY Position: Q3 2026 in Review

Retireful LLC sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2026, closing a stake of 1,393 shares — an estimated $395K sold.

Retireful LLC first reported a position in IWY in Q1 2022 and held it in 8 quarters. The position peaked at $827K in Q1 2023. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Retireful LLC reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2026 after selling out during the quarter.
Retireful LLC sold 1,393 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $395K.
Retireful LLC first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and held it in 8 quarters.
Retireful LLC's iShares Russell Top 200 Growth ETF position peaked at $827K in Q1 2023.
618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.