Y-Intercept (HK)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Y-Intercept (HK)’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	–	Sell	-1,557	Closed	-$387K	–	1948
2026 Q1	$387K	Buy	+1,557	New	+$412K	0.01%	1325
2025 Q2	–	Sell	-6,299	Closed	-$1.33M	–	1825
2025 Q1	$1.33M	Buy	+6,299	New	+$1.45M	0.09%	309
2024 Q1	–	Sell	-5,144	Closed	-$901K	–	1568
2023 Q4	$901K	Buy	+5,144	New	+$844K	0.08%	351
2023 Q2	–	Sell	-4,636	Closed	-$644K	–	1494
2023 Q1	$644K	Buy	+4,636	New	+$602K	0.07%	413

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

Y-Intercept (HK)'s IWY Position: Q2 2026 in Review

Y-Intercept (HK) sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2026, closing a stake of 1,557 shares — an estimated $387K sold.

Y-Intercept (HK) first reported a position in IWY in Q1 2023 and held it in 4 quarters. The position peaked at $1.33M in Q1 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Y-Intercept (HK) reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 1,557 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $387K.
Y-Intercept (HK) first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and held it in 4 quarters.
Y-Intercept (HK)'s iShares Russell Top 200 Growth ETF position peaked at $1.33M in Q1 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.