Townsend Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Townsend Asset Management’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 Q1	$219K	Hold	880	–	–	0.08%	127
2025 Q4	$244K	Buy	880 +1	+0.1%	+$277	0.09%	111
2025 Q3	$240K	Buy	879 +1	+0.1%	+$259	0.09%	111
2025 Q2	$216K	Buy	+878	New	+$195K	0.08%	115
2025 Q1	–	Sell	-876	Closed	-$206K	–	185
2024 Q4	$206K	Buy	876 +1	+0.1%	+$230	0.08%	124
2024 Q3	$193K	Buy	+875	New	+$186K	0.07%	134

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Townsend Asset Management's IWY Position: Q1 2026 in Review

Townsend Asset Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2026 at 880 shares worth $219K. The position accounts for 0.08% of the portfolio, ranked #127.

Townsend Asset Management first reported a position in IWY in Q3 2024 and has held it in 6 quarters since. The position peaked at $244K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Townsend Asset Management held 880 shares of iShares Russell Top 200 Growth ETF worth $219K as of Q1 2026.
Townsend Asset Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2026.
iShares Russell Top 200 Growth ETF made up 0.08% of Townsend Asset Management's portfolio in Q1 2026, its #127 holding.
Townsend Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 6 quarters since.
Townsend Asset Management's iShares Russell Top 200 Growth ETF position peaked at $244K in Q4 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Townsend Asset Management's 13F filing for Q1 2026, filed 6 May 2026.