YANKCOM Partnership’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

YANKCOM Partnership’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	$12M	Buy	41,218 +3,523	+9%	+$995K	4.3%	5
2026 Q1	$9.38M	Buy	37,695 +4,860	+15%	+$1.29M	3.86%	5
2025 Q4	$9.09M	Buy	32,835 +804	+3%	+$223K	3.87%	5
2025 Q3	$8.76M	Buy	32,031 +800	+3%	+$207K	3.95%	5
2025 Q2	$7.7M	Buy	31,231 +6,380	+26%	+$1.42M	3.77%	5
2025 Q1	$5.24M	Sell	24,851 -174	-0.7%	-$40K	2.88%	7
2024 Q4	$5.89M	Buy	+25,025	New	+$5.75M	3.15%	6

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $44.6B AUM 28.94% 1-Year Est. Return

YANKCOM Partnership's IWY Position: Q2 2026 in Review

YANKCOM Partnership increased its iShares Russell Top 200 Growth ETF (IWY) stake by 9.3% in Q2 2026, buying an estimated $995K and bringing the position to 41,218 shares worth $12M. The position accounts for 4.3% of the portfolio, ranked #5.

YANKCOM Partnership first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. 405 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

YANKCOM Partnership held 41,218 shares of iShares Russell Top 200 Growth ETF worth $12M as of Q2 2026.
YANKCOM Partnership bought 3,523 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $995K.
iShares Russell Top 200 Growth ETF made up 4.3% of YANKCOM Partnership's portfolio in Q2 2026, its #5 holding.
YANKCOM Partnership first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
405 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.