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

Berger Financial 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	$5.96M	Sell	20,505 -1,535	-7%	-$433K	0.3%	70
2026 Q1	$5.48M	Buy	22,040 +821	+4%	+$218K	0.31%	79
2025 Q4	$5.88M	Sell	21,219 -500	-2%	-$139K	0.34%	66
2025 Q3	$5.94M	Sell	21,719 -206	-0.9%	-$53.3K	0.36%	69
2025 Q2	$5.4M	Sell	21,925 -1,125	-5%	-$250K	0.35%	72
2025 Q1	$4.86M	Buy	23,050 +830	+4%	+$191K	0.34%	79
2024 Q4	$5.23M	Buy	22,220 +497	+2%	+$114K	0.36%	71
2024 Q3	$4.78M	Buy	21,723 +249	+1%	+$53K	0.34%	80
2024 Q2	$4.61M	Sell	21,474 -14,063	-40%	-$2.8M	0.37%	72
2024 Q1	$6.93M	Buy	+35,537	New	+$6.64M	0.57%	38

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

Berger Financial Group's IWY Position: Q2 2026 in Review

Berger Financial Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 7% in Q2 2026, selling an estimated $433K and leaving 20,505 shares worth $5.96M. The position accounts for 0.3% of the portfolio, ranked #70.

Berger Financial Group first reported a position in IWY in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.93M in Q1 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Berger Financial Group held 20,505 shares of iShares Russell Top 200 Growth ETF worth $5.96M as of Q2 2026.
Berger Financial Group sold 1,535 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $433K.
iShares Russell Top 200 Growth ETF made up 0.3% of Berger Financial Group's portfolio in Q2 2026, its #70 holding.
Berger Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Berger Financial Group's iShares Russell Top 200 Growth ETF position peaked at $6.93M in Q1 2024.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.