Rossby Financial’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Rossby Financial’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	$888K	Buy	3,057 +1,166	+62%	+$329K	0.16%	121
2026 Q1	$475K	Buy	1,891 +1,039	+122%	+$275K	0.1%	189
2025 Q4	$236K	Sell	852 -12,123	-93%	-$3.36M	0.07%	247
2025 Q3	$3.57M	Sell	12,975 -935	-7%	-$242K	1.16%	15
2025 Q2	$3.43M	Sell	13,910 -475	-3%	-$106K	1.27%	13
2025 Q1	$3.06M	Buy	+14,385	New	+$3.31M	1.29%	16

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

Rossby Financial's IWY Position: Q2 2026 in Review

Rossby Financial increased its iShares Russell Top 200 Growth ETF (IWY) stake by 62% in Q2 2026, buying an estimated $329K and bringing the position to 3,057 shares worth $888K. The position accounts for 0.16% of the portfolio, ranked #121.

Rossby Financial first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.57M in Q3 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Rossby Financial held 3,057 shares of iShares Russell Top 200 Growth ETF worth $888K as of Q2 2026.
Rossby Financial bought 1,166 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $329K.
iShares Russell Top 200 Growth ETF made up 0.16% of Rossby Financial's portfolio in Q2 2026, its #121 holding.
Rossby Financial first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Rossby Financial's iShares Russell Top 200 Growth ETF position peaked at $3.57M in Q3 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.