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

Waterloo Capital’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	$2.52M	Buy	+8,686	New	+$2.45M	0.14%	147

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

Waterloo Capital's IWY Position: Q2 2026 in Review

Waterloo Capital opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 8,686 shares worth $2.52M. The stake represents 0.14% of the portfolio and ranks #147 among its holdings.

681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Waterloo Capital held 8,686 shares of iShares Russell Top 200 Growth ETF worth $2.52M as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Waterloo Capital position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.14% of Waterloo Capital's portfolio in Q2 2026, its #147 holding.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.