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

Benchmark Financial’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 		$3.59M Buy
12,364
+199
+2% +$56.2K 2.93% 10
2026
Q1 		$3.03M Buy
12,165
+155
+1% +$41.1K 2.72% 11
2025
Q4 		$3.33M Buy
+12,010
New +$3.33M 3.32% 11

Other funds holding IWY

Envestnet Portfolio Solutions
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Benchmark Financial's IWY Position: Q2 2026 in Review

Benchmark Financial increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.6% in Q2 2026, buying an estimated $56.2K and bringing the position to 12,364 shares worth $3.59M. The position accounts for 2.93% of the portfolio, ranked #10.

Benchmark Financial first reported a position in IWY in Q4 2025 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Benchmark Financial held 12,364 shares of iShares Russell Top 200 Growth ETF worth $3.59M as of Q2 2026.
  • Benchmark Financial bought 199 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $56.2K.
  • iShares Russell Top 200 Growth ETF made up 2.93% of Benchmark Financial's portfolio in Q2 2026, its #10 holding.
  • Benchmark Financial first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.