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

EverSource Wealth 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	$292K	Buy	1,004 +187	+23%	+$52.8K	0.01%	816
2026 Q1	$203K	Buy	817 +18	+2%	+$4.77K	0.01%	1045
2025 Q4	$221K	Buy	799 +754	+1,676%	+$209K	0.01%	901
2025 Q3	$12.3K	Sell	45 -127	-74%	-$32.9K	﹤0.01%	2698
2025 Q2	$42.4K	Hold	172	–	–	﹤0.01%	1724
2025 Q1	$36.3K	Hold	172	–	–	﹤0.01%	1395
2024 Q4	$40.5K	Buy	172 +127	+282%	+$29.2K	﹤0.01%	1282
2024 Q3	$9.9K	Hold	45	–	–	﹤0.01%	1871
2024 Q2	$9.46K	Hold	45	–	–	﹤0.01%	1888
2024 Q1	$8.43K	Buy	+45	New	+$8.41K	﹤0.01%	1783

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

EverSource Wealth Advisors's IWY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 23% in Q2 2026, buying an estimated $52.8K and bringing the position to 1,004 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #816.

EverSource Wealth Advisors first reported a position in IWY in Q1 2024 and has held it in 10 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

EverSource Wealth Advisors held 1,004 shares of iShares Russell Top 200 Growth ETF worth $292K as of Q2 2026.
EverSource Wealth Advisors bought 187 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $52.8K.
iShares Russell Top 200 Growth ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #816 holding.
EverSource Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 10 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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