Richard W. Paul & Associates’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Richard W. Paul & Associates’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	$9.3K	Hold	32	–	–	﹤0.01%	229
2026 Q1	$7.96K	Hold	32	–	–	﹤0.01%	228
2025 Q4	$8.86K	Sell	32 -36	-53%	-$9.97K	﹤0.01%	220
2025 Q3	$18.6K	Sell	68 -73	-52%	-$18.9K	0.01%	205
2025 Q2	$34.8K	Buy	141 +3	+2%	+$668	0.01%	201
2025 Q1	$29.1K	Sell	138 -53	-28%	-$12.2K	0.01%	202
2024 Q4	$44.9K	Sell	191 -30	-14%	-$6.89K	0.02%	215
2024 Q3	$48.6K	Sell	221 -7	-3%	-$1.49K	0.02%	215
2024 Q2	$48.9K	Sell	228 -1,423	-86%	-$284K	0.02%	210
2024 Q1	$322K	Sell	1,651 -637	-28%	-$119K	0.13%	147
2023 Q4	$401K	Sell	2,288 -461	-17%	-$75.7K	0.17%	125
2023 Q3	$423K	Sell	2,749 -284	-9%	-$45.3K	0.19%	116
2023 Q2	$481K	Sell	3,033 -188	-6%	-$27.4K	0.21%	113
2023 Q1	$448K	Sell	3,221 -22	-0.7%	-$2.86K	0.21%	110
2022 Q4	$391K	Buy	+3,243	New	+$403K	0.2%	114

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

Richard W. Paul & Associates's IWY Position: Q2 2026 in Review

Richard W. Paul & Associates held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 32 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Richard W. Paul & Associates first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. The position peaked at $481K in Q2 2023. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Richard W. Paul & Associates held 32 shares of iShares Russell Top 200 Growth ETF worth $9.3K as of Q2 2026.
Richard W. Paul & Associates left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #229 holding.
Richard W. Paul & Associates first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Richard W. Paul & Associates's iShares Russell Top 200 Growth ETF position peaked at $481K in Q2 2023.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.