Rice Partnership’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Rice Partnership’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	$230K	Buy	+790	New	+$223K	0.03%	112
2026 Q1	–	Sell	-790	Closed	-$219K	–	186
2025 Q4	$219K	Hold	790	–	–	0.03%	105
2025 Q3	$216K	Hold	790	–	–	0.03%	109
2025 Q2	$195K	Hold	790	–	–	0.03%	111
2025 Q1	$167K	Hold	790	–	–	0.03%	101
2024 Q4	$186K	Hold	790	–	–	0.04%	107
2024 Q3	$174K	Hold	790	–	–	0.04%	105
2024 Q2	$169K	Hold	790	–	–	0.04%	101
2024 Q1	$154K	Buy	+790	New	+$148K	0.04%	97

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

Rice Partnership's IWY Position: Q2 2026 in Review

Rice Partnership opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 790 shares worth $230K. The stake represents 0.03% of the portfolio and ranks #112 among its holdings. This is a return to the name: Rice Partnership previously reported a position in IWY as recently as Q4 2025.

Rice Partnership first reported a position in IWY in Q1 2024 and has held it in 9 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Rice Partnership held 790 shares of iShares Russell Top 200 Growth ETF worth $230K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Rice Partnership position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.03% of Rice Partnership's portfolio in Q2 2026, its #112 holding.
Rice Partnership first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 9 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.