Benchmark Financial Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Benchmark Financial Wealth Advisors’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	$11.4M	Sell	39,277 -1,595	-4%	-$450K	2.82%	8
2026 Q1	$10.2M	Sell	40,872 -1,271	-3%	-$337K	2.82%	10
2025 Q4	$11.7M	Sell	42,143 -917	-2%	-$254K	3.35%	8
2025 Q3	$11.8M	Buy	43,060 +881	+2%	+$228K	3.55%	7
2025 Q2	$10.4M	Sell	42,179 -3,869	-8%	-$861K	3.44%	7
2025 Q1	$9.71M	Sell	46,048 -14,311	-24%	-$3.29M	3.67%	7
2024 Q4	$14.2M	Buy	60,359 +5,913	+11%	+$1.36M	4.55%	6
2024 Q3	$12M	Buy	54,446 +3,825	+8%	+$814K	3.99%	7
2024 Q2	$10.9M	Buy	50,621 +7,246	+17%	+$1.44M	4.02%	7
2024 Q1	$8.46M	Buy	43,375 +9,916	+30%	+$1.85M	3.23%	8
2023 Q4	$5.86M	Buy	33,459 +10,227	+44%	+$1.68M	2.53%	10
2023 Q3	$3.57M	Buy	23,232 +16,455	+243%	+$2.62M	1.68%	16
2023 Q2	$1.07M	Buy	+6,777	New	+$988K	0.5%	24

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

Benchmark Financial Wealth Advisors's IWY Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3.9% in Q2 2026, selling an estimated $450K and leaving 39,277 shares worth $11.4M. The position accounts for 2.82% of the portfolio, ranked #8.

Benchmark Financial Wealth Advisors first reported a position in IWY in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.2M in Q4 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Benchmark Financial Wealth Advisors held 39,277 shares of iShares Russell Top 200 Growth ETF worth $11.4M as of Q2 2026.
Benchmark Financial Wealth Advisors sold 1,595 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $450K.
iShares Russell Top 200 Growth ETF made up 2.82% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Benchmark Financial Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Benchmark Financial Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $14.2M in Q4 2024.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.