WBG
IWY icon

Wharton Business Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Wharton Business Group’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 		$59M Buy
203,184
+1,815
+0.9% +$512K 1.97% 17
2026
Q1 		$50.1M Buy
201,369
+200
+0.1% +$53K 1.89% 16
2025
Q4 		$55.7M Buy
201,169
+3,775
+2% +$1.05M 2.12% 15
2025
Q3 		$54M Sell
197,394
-240
-0.1% -$62.1K 2.36% 15
2025
Q2 		$48.7M Buy
197,634
+1,730
+0.9% +$385K 2.06% 17
2025
Q1 		$41.3M Buy
195,904
+1,235
+0.6% +$284K 1.87% 18
2024
Q4 		$45.8M Sell
194,669
-8,547
-4% -$1.96M 2.07% 17
2024
Q3 		$44.7M Buy
203,216
+3,560
+2% +$758K 2.01% 17
2024
Q2 		$42.8M Sell
199,656
-95
-0% -$18.9K 2.21% 14
2024
Q1 		$39M Sell
199,751
-26,063
-12% -$4.87M 1.87% 17
2023
Q4 		$39.6M Sell
225,814
-80
-0% -$13.1K 1.99% 12
2023
Q3 		$34.7M Buy
225,894
+300
+0.1% +$47.9K 1.93% 13
2023
Q2 		$35.8M Buy
225,594
+123
+0.1% +$17.9K 2.36% 12
2023
Q1 		$31.3M Sell
225,471
-40,345
-15% -$5.24M 1.88% 13
2022
Q4 		$32M Buy
265,816
+38,985
+17% +$4.85M 1.86% 13
2022
Q3 		$27.1M Buy
226,831
+90
+0% +$12.1K 1.83% 13
2022
Q2 		$28.4M Buy
226,741
+20
+0% +$2.75K 1.88% 13
2022
Q1 		$36M Sell
226,721
-13,915
-6% -$2.17M 2.18% 13
2021
Q4 		$41.7M Buy
+240,636
New +$40.1M 2.58% 11
2021
Q3 		– Sell
-231,646
Closed -$34.9M – 103
2021
Q2 		$34.9M Buy
231,646
+5,990
+3% +$857K 2.72% 11
2021
Q1 		$30.4M Sell
225,656
-45
-0% -$6.03K 2.37% 13
2020
Q4 		$30M Sell
225,701
-27,625
-11% -$3.48M 2.46% 12
2020
Q3 		$30.7M Buy
253,326
+85
+0% +$10K 2.84% 11
2020
Q2 		$27M Hold
253,241
– – 2.6% 13
2020
Q1 		$21.3M Sell
253,241
-1,310
-0.5% -$125K 2.41% 14
2019
Q4 		$24.6M Sell
254,551
-245
-0.1% -$22.4K 2.28% 14
2019
Q3 		$22.2M Hold
254,796
– – 2.22% 17
2019
Q2 		$21.9M Sell
254,796
-360
-0.1% -$30.3K 2.23% 17
2019
Q1 		$21M Buy
255,156
+25,590
+11% +$2M 2.17% 17
2018
Q4 		$16.5M Sell
229,566
-1,964
-0.8% -$152K 1.94% 19
2018
Q3 		$19.8M Sell
231,530
-120
-0.1% -$9.91K 1.96% 20
2018
Q2 		$18.1M Hold
231,650
– – 1.89% 21
2018
Q1 		$17.1M Sell
231,650
-37,990
-14% -$2.9M 1.77% 20
2017
Q4 		$19.7M Sell
269,640
-535
-0.2% -$38.1K 2.05% 18
2017
Q3 		$18.3M Sell
270,175
-450
-0.2% -$29.9K 1.94% 19
2017
Q2 		$17.4M Buy
270,625
+1,370
+0.5% +$87.1K 1.86% 20
2017
Q1 		$16.6M Buy
269,255
+82,475
+44% +$4.93M 1.77% 19
2016
Q4 		$10.5M Buy
186,780
+720
+0.4% +$40.1K 1.25% 22
2016
Q3 		$10.4M Sell
186,060
-29,000
-13% -$1.62M 1.28% 28
2016
Q2 		$11.6M Sell
215,060
-170,265
-44% -$9.15M 1.37% 27
2016
Q1 		$20.7M Sell
385,325
-1,830
-0.5% -$93.5K 2.29% 15
2015
Q4 		$20.7M Buy
387,155
+2,155
+0.6% +$115K 2.05% 17
2015
Q3 		$19M Buy
+385,000
New +$20M 1.88% 17

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wharton Business Group's IWY Position: Q2 2026 in Review

Wharton Business Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.9% in Q2 2026, buying an estimated $512K and bringing the position to 203,184 shares worth $59M. The position accounts for 1.97% of the portfolio, ranked #17.

Wharton Business Group first reported a position in IWY in Q3 2015 and has held it in 43 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Wharton Business Group held 203,184 shares of iShares Russell Top 200 Growth ETF worth $59M as of Q2 2026.
  • Wharton Business Group bought 1,815 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $512K.
  • iShares Russell Top 200 Growth ETF made up 1.97% of Wharton Business Group's portfolio in Q2 2026, its #17 holding.
  • Wharton Business Group first reported a position in iShares Russell Top 200 Growth ETF in Q3 2015 and has held it in 43 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.