Trivium Point Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Trivium Point Advisory’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	$9.36M	Buy	32,199 +20,928	+186%	+$5.91M	0.85%	28
2026 Q1	$2.8M	Sell	11,271 -19,915	-64%	-$5.28M	0.51%	44
2025 Q4	$8.64M	Sell	31,186 -363	-1%	-$101K	0.87%	27
2025 Q3	$8.63M	Buy	31,549 +3,533	+13%	+$914K	0.88%	27
2025 Q2	$6.91M	Buy	28,016 +1,545	+6%	+$344K	0.75%	35
2025 Q1	$5.58M	Buy	+26,471	New	+$6.09M	0.69%	39
2024 Q3	–	Sell	-1,596	Closed	-$342K	–	338
2024 Q2	$342K	Buy	+1,596	New	+$318K	0.05%	237

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

Trivium Point Advisory's IWY Position: Q2 2026 in Review

Trivium Point Advisory increased its iShares Russell Top 200 Growth ETF (IWY) stake by 186% in Q2 2026, buying an estimated $5.91M and bringing the position to 32,199 shares worth $9.36M. The position accounts for 0.85% of the portfolio, ranked #28.

Trivium Point Advisory first reported a position in IWY in Q2 2024 and has held it in 7 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Trivium Point Advisory held 32,199 shares of iShares Russell Top 200 Growth ETF worth $9.36M as of Q2 2026.
Trivium Point Advisory bought 20,928 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $5.91M.
iShares Russell Top 200 Growth ETF made up 0.85% of Trivium Point Advisory's portfolio in Q2 2026, its #28 holding.
Trivium Point Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 7 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.