Simplex Trading’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Simplex Trading’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	$92.7K	Buy	319 +73	+30%	+$20.6K	﹤0.01%	5640
2026 Q1	$61.2K	Buy	+246	New	+$65.2K	﹤0.01%	5645
2025 Q2	–	Sell	-95	Closed	-$20K	–	9184
2025 Q1	$20K	Sell	95 -157	-62%	-$36.1K	﹤0.01%	6587
2024 Q4	$59K	Sell	252 -38	-13%	-$8.72K	﹤0.01%	5705
2024 Q3	$63K	Sell	290 -35	-11%	-$7.45K	﹤0.01%	5682
2024 Q2	$69K	Buy	+325	New	+$64.8K	﹤0.01%	5750
2022 Q2	–	Sell	-100	Closed	-$15K	–	10492
2022 Q1	$15K	Buy	+100	New	+$15.6K	﹤0.01%	8524

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

Simplex Trading's IWY Position: Q2 2026 in Review

Simplex Trading increased its iShares Russell Top 200 Growth ETF (IWY) stake by 30% in Q2 2026, buying an estimated $20.6K and bringing the position to 319 shares worth $92.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5640.

Simplex Trading first reported a position in IWY in Q1 2022 and has held it in 7 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Simplex Trading held 319 shares of iShares Russell Top 200 Growth ETF worth $92.7K as of Q2 2026.
Simplex Trading bought 73 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $20.6K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5640 holding.
Simplex Trading first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 7 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.