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

DHJJ Financial 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	$54.6K	Hold	188	–	–	0.02%	403
2026 Q1	$46.8K	Hold	188	–	–	0.02%	413
2025 Q4	$52.1K	Hold	188	–	–	0.02%	380
2025 Q3	$51.4K	Buy	188 +40	+27%	+$10.3K	0.02%	365
2025 Q2	$36.5K	Hold	148	–	–	0.01%	390
2025 Q1	$31.2K	Hold	148	–	–	0.01%	380
2024 Q4	$34.8K	Buy	148 +144	+3,600%	+$33.1K	0.01%	359
2024 Q3	$881	Hold	4	–	–	﹤0.01%	653
2024 Q2	$859	Hold	4	–	–	﹤0.01%	614
2024 Q1	$781	Hold	4	–	–	﹤0.01%	607
2023 Q4	$701	Hold	4	–	–	﹤0.01%	601
2023 Q3	$616	Buy	+4	New	+$638	﹤0.01%	603

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

DHJJ Financial Advisors's IWY Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 188 shares worth $54.6K. The position accounts for 0.02% of the portfolio, ranked #403.

DHJJ Financial Advisors first reported a position in IWY in Q3 2023 and has held it in 12 quarters since. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

DHJJ Financial Advisors held 188 shares of iShares Russell Top 200 Growth ETF worth $54.6K as of Q2 2026.
DHJJ Financial Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #403 holding.
DHJJ Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and has held it in 12 quarters since.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.