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

Dunhill 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 		$64.5K Hold
221
– – 0.01% 294
2026
Q1 		$55.2K Sell
221
-1
-0.5% -$265 0.01% 300
2025
Q4 		$61.4K Sell
222
-4
-2% -$1.11K 0.02% 246
2025
Q3 		$61.8K Buy
226
+191
+546% +$49.4K 0.02% 230
2025
Q2 		$8.83K Sell
35
-1
-3% -$223 ﹤0.01% 470
2025
Q1 		$7.56K Hold
36
– – ﹤0.01% 474
2024
Q4 		$8.43K Hold
36
– – ﹤0.01% 426
2024
Q3 		$7.88K Hold
36
– – ﹤0.01% 451
2024
Q2 		$7.68K Hold
36
– – ﹤0.01% 337
2024
Q1 		$6.99K Hold
36
– – 0.01% 278
2023
Q4 		$6.28K Buy
+36
New +$5.91K 0.01% 264

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dunhill Financial's IWY Position: Q2 2026 in Review

Dunhill Financial held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 221 shares worth $64.5K. The position accounts for 0.01% of the portfolio, ranked #294.

Dunhill Financial first reported a position in IWY in Q4 2023 and has held it in 11 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Dunhill Financial held 221 shares of iShares Russell Top 200 Growth ETF worth $64.5K as of Q2 2026.
  • Dunhill Financial left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Dunhill Financial's portfolio in Q2 2026, its #294 holding.
  • Dunhill Financial first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.