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

Essex Financial Services’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 		$790K Buy
3,175
+156
+5% +$41.3K 0.04% 341
2025
Q4 		$836K Buy
3,019
+1
+0% +$277 0.05% 330
2025
Q3 		$826K Buy
3,018
+180
+6% +$46.6K 0.05% 315
2025
Q2 		$700K Sell
2,838
-275
-9% -$61.2K 0.05% 341
2025
Q1 		$657K Buy
3,113
+408
+15% +$93.9K 0.05% 324
2024
Q4 		$636K Buy
2,705
+1,750
+183% +$402K 0.05% 327
2024
Q3 		$215K Buy
+955
New +$203K 0.02% 583

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Essex Financial Services's IWY Position: Q1 2026 in Review

Essex Financial Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 5.2% in Q1 2026, buying an estimated $41.3K and bringing the position to 3,175 shares worth $790K. The position accounts for 0.04% of the portfolio, ranked #341.

Essex Financial Services first reported a position in IWY in Q3 2024 and has held it in 7 quarters since. The position peaked at $836K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Essex Financial Services held 3,175 shares of iShares Russell Top 200 Growth ETF worth $790K as of Q1 2026.
  • Essex Financial Services bought 156 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $41.3K.
  • iShares Russell Top 200 Growth ETF made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #341 holding.
  • Essex Financial Services first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Essex Financial Services's iShares Russell Top 200 Growth ETF position peaked at $836K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.