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 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

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return