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 Q2	$236K	Sell	813 -67	-8%	-$18.9K	0.08%	131
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 $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

Townsend Asset Management's IWY Position: Q2 2026 in Review

Townsend Asset Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 7.6% in Q2 2026, selling an estimated $18.9K and leaving 813 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #131.

Townsend Asset Management first reported a position in IWY in Q3 2024 and has held it in 7 quarters since. The position peaked at $244K in Q4 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Townsend Asset Management held 813 shares of iShares Russell Top 200 Growth ETF worth $236K as of Q2 2026.
Townsend Asset Management sold 67 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $18.9K.
iShares Russell Top 200 Growth ETF made up 0.08% of Townsend Asset Management's portfolio in Q2 2026, its #131 holding.
Townsend Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Townsend Asset Management's iShares Russell Top 200 Growth ETF position peaked at $244K in Q4 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.