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

Thoroughbred Financial Services’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 		$17.4M Sell
59,933
-444
-0.7% -$125K 0.84% 26
2026
Q1 		$15M Sell
60,377
-313
-0.5% -$82.9K 0.9% 24
2025
Q4 		$16.8M Sell
60,690
-105
-0.2% -$29.1K 1% 24
2025
Q3 		$16.6M Buy
60,795
+2,035
+3% +$526K 1.03% 21
2025
Q2 		$14.5M Buy
58,760
+4,510
+8% +$1M 1.01% 20
2025
Q1 		$11.4M Buy
54,250
+2,572
+5% +$592K 0.71% 29
2024
Q4 		$12.2M Buy
51,678
+2,500
+5% +$574K 0.74% 26
2024
Q3 		$10.8M Buy
49,178
+3,350
+7% +$713K 0.7% 28
2024
Q2 		$9.83M Buy
45,828
+9,708
+27% +$1.93M 0.66% 29
2024
Q1 		$7.05M Sell
36,120
-2,576
-7% -$482K 0.68% 32
2023
Q4 		$6.78M Buy
38,696
+3,543
+10% +$582K 0.55% 39
2023
Q3 		$5.41M Buy
35,153
+5,208
+17% +$831K 0.53% 40
2023
Q2 		$4.75M Buy
29,945
+6,829
+30% +$996K 0.62% 37
2023
Q1 		$3.21M Buy
23,116
+2,864
+14% +$372K 0.47% 52
2022
Q4 		$2.44M Buy
20,252
+5,930
+41% +$737K 0.4% 66
2022
Q3 		$1.71M Buy
14,322
+567
+4% +$76.1K 0.33% 82
2022
Q2 		$1.72M Buy
13,755
+4,049
+42% +$556K 0.32% 80
2022
Q1 		$1.54M Buy
9,706
+1,664
+21% +$259K 0.25% 94
2021
Q4 		$1.39M Buy
8,042
+763
+10% +$127K 0.29% 83
2021
Q3 		$1.11M Buy
7,279
+423
+6% +$66.7K 0.27% 89
2021
Q2 		$1.03M Buy
6,856
+464
+7% +$66.4K 0.26% 95
2021
Q1 		$859K Buy
6,392
+95
+2% +$12.7K 0.24% 108
2020
Q4 		$837K Buy
6,297
+1,068
+20% +$135K 0.26% 100
2020
Q3 		$634K Buy
5,229
+15
+0.3% +$1.77K 0.24% 110
2020
Q2 		$556K Sell
5,214
-3,555
-41% -$348K 0.23% 116
2020
Q1 		$738K Buy
8,769
+4,562
+108% +$434K 0.26% 108
2019
Q4 		$406K Buy
4,207
+26
+0.6% +$2.37K 0.14% 166
2019
Q3 		$364K Buy
+4,181
New +$365K 0.14% 166
2019
Q2 		– Sell
-3,103
Closed -$255K – 220
2019
Q1 		$255K Buy
+3,103
New +$242K 0.11% 193

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

Thoroughbred Financial Services's IWY Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.74% in Q2 2026, selling an estimated $125K and leaving 59,933 shares worth $17.4M. The position accounts for 0.84% of the portfolio, ranked #26.

Thoroughbred Financial Services first reported a position in IWY in Q1 2019 and has held it in 29 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Thoroughbred Financial Services held 59,933 shares of iShares Russell Top 200 Growth ETF worth $17.4M as of Q2 2026.
  • Thoroughbred Financial Services sold 444 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $125K.
  • iShares Russell Top 200 Growth ETF made up 0.84% of Thoroughbred Financial Services's portfolio in Q2 2026, its #26 holding.
  • Thoroughbred Financial Services first reported a position in iShares Russell Top 200 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.