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Round Rock Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Round Rock Advisors’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 		$1.11M Buy
3,807
+65
+2% +$18.4K 0.14% 106
2026
Q1 		$931K Buy
3,742
+15
+0.4% +$3.97K 0.14% 114
2025
Q4 		$1.03M Sell
3,727
-320
-8% -$88.7K 0.16% 103
2025
Q3 		$1.11M Buy
4,047
+15
+0.4% +$3.88K 0.18% 74
2025
Q2 		$994K Buy
4,032
+45
+1% +$10K 0.17% 85
2025
Q1 		$841K Buy
3,987
+30
+0.8% +$6.9K 0.16% 98
2024
Q4 		$931K Hold
3,957
– – 0.19% 84
2024
Q3 		$871K Buy
3,957
+60
+2% +$12.8K 0.2% 78
2024
Q2 		$836K Buy
3,897
+2
+0.1% +$399 0.2% 82
2024
Q1 		$760K Buy
3,895
+10
+0.3% +$1.87K 0.18% 90
2023
Q4 		$681K Sell
3,885
-72
-2% -$11.8K 0.17% 97
2023
Q3 		$609K Hold
3,957
– – 0.23% 74
2023
Q2 		$627K Sell
3,957
-100
-2% -$14.6K 0.23% 74
2023
Q1 		$564K Sell
4,057
-59
-1% -$7.66K 0.22% 81
2022
Q4 		$496K Buy
4,116
+108
+3% +$13.4K 0.2% 85
2022
Q3 		$479K Hold
4,008
– – 0.22% 81
2022
Q2 		$502K Hold
4,008
– – 0.23% 78
2022
Q1 		$637K Hold
4,008
– – 0.26% 70
2021
Q4 		$695K Buy
4,008
+98
+3% +$16.3K 0.31% 59
2021
Q3 		$597K Hold
3,910
– – 0.44% 31
2021
Q2 		$589K Sell
3,910
-15
-0.4% -$2.15K 0.43% 31
2021
Q1 		$528K Buy
3,925
+95
+2% +$12.7K 0.42% 34
2020
Q4 		$509K Buy
+3,830
New +$483K 0.47% 28

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Round Rock Advisors's IWY Position: Q2 2026 in Review

Round Rock Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.7% in Q2 2026, buying an estimated $18.4K and bringing the position to 3,807 shares worth $1.11M. The position accounts for 0.14% of the portfolio, ranked #106.

Round Rock Advisors first reported a position in IWY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q3 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Round Rock Advisors held 3,807 shares of iShares Russell Top 200 Growth ETF worth $1.11M as of Q2 2026.
  • Round Rock Advisors bought 65 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $18.4K.
  • iShares Russell Top 200 Growth ETF made up 0.14% of Round Rock Advisors's portfolio in Q2 2026, its #106 holding.
  • Round Rock Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Round Rock Advisors's iShares Russell Top 200 Growth ETF position peaked at $1.11M in Q3 2025.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.