Triumph Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Triumph Capital 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	$51.4K	Buy	177 +1	+0.6%	+$282	0.01%	671
2026 Q1	$43.8K	Sell	176 -21	-11%	-$5.56K	0.01%	682
2025 Q4	$54.6K	Buy	+197	New	+$54.6K	0.01%	596
2025 Q1	–	Sell	-3,556	Closed	-$837K	–	290
2024 Q4	$837K	Buy	3,556 +992	+39%	+$228K	0.29%	82
2024 Q3	$564K	Buy	+2,564	New	+$546K	0.2%	127
2022 Q2	–	Sell	-13,774	Closed	-$2.19M	–	217
2022 Q1	$2.19M	Buy	13,774 +609	+5%	+$94.9K	0.95%	22
2021 Q4	$2.28M	Sell	13,165 -4,354	-25%	-$725K	0.99%	24
2021 Q3	$2.67M	Buy	17,519 +92	+0.5%	+$14.5K	1.25%	21
2021 Q2	$2.72M	Buy	+17,427	New	+$2.49M	1.59%	12

Other funds holding IWY

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Triumph Capital Management's IWY Position: Q2 2026 in Review

Triumph Capital Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.57% in Q2 2026, buying an estimated $282 and bringing the position to 177 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #671.

Triumph Capital Management first reported a position in IWY in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.72M in Q2 2021. 259 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Triumph Capital Management held 177 shares of iShares Russell Top 200 Growth ETF worth $51.4K as of Q2 2026.
Triumph Capital Management bought 1 iShares Russell Top 200 Growth ETF share in Q2 2026, an estimated $282.
iShares Russell Top 200 Growth ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #671 holding.
Triumph Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and has held it in 9 quarters since.
Triumph Capital Management's iShares Russell Top 200 Growth ETF position peaked at $2.72M in Q2 2021.
259 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.