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

Dover 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	$2.65M	Buy	9,556 +973	+11%	+$275K	1.08%	21
2026 Q1	$2.14M	Sell	8,583 -973	-10%	-$258K	0.88%	33
2025 Q4	$2.65M	Buy	9,556 +217	+2%	+$60.1K	1.03%	23
2025 Q3	$2.56M	Sell	9,339 -557	-6%	-$144K	1.02%	27
2025 Q2	$2.44M	Buy	9,896 +2,419	+32%	+$538K	1.07%	23
2025 Q1	$1.58M	Sell	7,477 -280	-4%	-$64.4K	0.69%	41
2024 Q4	$1.82M	Buy	7,757 +264	+4%	+$60.6K	1.05%	30
2024 Q3	$1.65M	Buy	7,493 +661	+10%	+$141K	0.94%	33
2024 Q2	$1.47M	Buy	6,832 +3,435	+101%	+$685K	0.91%	34
2024 Q1	$663K	Buy	+3,397	New	+$635K	0.45%	68

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

Dover Advisors's IWY Position: Q2 2026 in Review

Dover Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 11% in Q2 2026, buying an estimated $275K and bringing the position to 9,556 shares worth $2.65M. The position accounts for 1.08% of the portfolio, ranked #21.

Dover Advisors first reported a position in IWY in Q1 2024 and has held it in 10 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Dover Advisors held 9,556 shares of iShares Russell Top 200 Growth ETF worth $2.65M as of Q2 2026.
Dover Advisors bought 973 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $275K.
iShares Russell Top 200 Growth ETF made up 1.08% of Dover Advisors's portfolio in Q2 2026, its #21 holding.
Dover Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 10 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.